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We’re proud to share that David Copeland, Principal and Co-Founder of Strategic Wealth Partners, was featured on CAIS Conversations: Building With Alts. In this episode, David shares the story of…

The whole team at Strategic Wealth Partners wants you to know how appreciative we are of our partnership with you. We greatly value the opportunity to serve as your trusted partner.

We look forward to continuing our relationship in 2025 and wish you and your family a very happy new year!

We hope you enjoy our video Celebrating 2024 as we highlight this past year.

We are proud to announce that SWP’s Wealth Advisor, Kathy Klein, received the Greater Milwaukee Foundation’s Herbert J. Mueller 2024 Outstanding Professional Adviser of the Year award! She was honored…

Strategic Wealth Partners, a division of Kovitz Investment Group Partners, LLC, is proud to be listed in the Milwaukee Business Journal’s Investment Management Firms ranking. The list is ranked by…

Marice Nach was featured in the summer/fall edition of Caregiving Magazine.  Along with other industry experts, she responded to questions on the topic of retirement and aging. These include challenges…

Congratulations to Laurie and Neal Price on receiving JCFS Chicago’s Irving B. Harris Leadership Award! Strategic Wealth Partners is proud of Laurie and Neal’s dedication to supporting children, teens, adults,…

Our very own David Copeland was an InvestmentNews Excellence Awardee for Advisor of the Year in the category of Alternative Investments! We are proud of David’s pursuit of utilizing alternative…

NEW YORK – April 2, 2024 – Focus Financial Partners Inc. (“Focus”), a leading partnership of fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which its partner firm Strategic Wealth Partners Group, LLC (“SWP”), based in Deerfield, Illinois, will formally join Focus “hub” firm Kovitz Investment Group Partners, LLC (“Kovitz”).

For the past few years, we’ve been using the tagline “Managing Complexity, Delivering Simplicity.”  Sounds nice, maybe even pithy.  But what does it really mean, and why would anyone care?

Speaking from my own experience, both in servicing clients for over thirty years and in handling my own financial affairs, I can tell you that the answer is pretty simple; when you accumulate wealth, you accumulate complexity too. Fighting through that complexity, making sense of and managing the details, and simplifying what we can, when we can, is among the things that our team at Strategic Wealth Partners does best.