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Team members of Strategic Wealth Partners, along with family and friends, once again rolled up their sleeves and put on hairnets to pack meals for hungry children at Feed My…

Strategic Wealth Partners was honored to sponsor the Community Memorial Foundation’s Fashion Show & Luncheon held earlier this fall. All of the event proceeds go to the Breast Center at…

We were honored to participate in the Versiti Blood Research Institute’s Imagine Gala on September 13, 2019. Versiti is a national leader in innovative blood health solutions. Guests mixed and…

In honor of financial literacy month, Marcie Nach, CFP®, volunteered to meet with attendees at the Financial Planning Association’s annual Money Smart event at the Harold Washington Library in Chicago….

Strategic Wealth Partners, Kathy Klein, CFP®, Wealth Advisor, and Jill Kaz, CFP®, Financial Planner, supported the mission of Women for MACC by sponsoring the 36th Annual Couture for a Cure….

One of the most interesting aspects about my job is learning things about my clients that perhaps even their closest friends or family don’t know.  I feel fortunate to connect…

Members of Strategic Wealth Partners are proud to have attended The Women’s Center Anniversary Luncheon, raising awareness and support for sexual assault survivors. Kathy Klein, CFP® has been longtime supporters…

On Sunday, May 6th, members of the Strategic Wealth Partners (SWP) team attended the Autism Speaks – North Shore Walk at New Trier High School. SWP is proud to support…

Michael has served on the JCYS Board of Directors for the past 4.5 years. This past year, he represented the Board as Vice President of Development with the responsibility of…