We had a great time celebrating our 15th anniversary with clients, partners, family and friends! From day one, the goal has always been to provide good, unbiased advice to clients….
The recording of our webinar on inspired philanthropy is now available. One of the keys to maximizing the impact of your charitable giving and improving the personal satisfaction that philanthropy…
The recording of our webinar on the importance of elder care is now available. Our elders are our teachers, our guides, and our protectors: from an early age, they instill…
The recording of our webinar on navigating changing market conditions is now available. Whether or not you’ve engaged a financial advisor, almost all investors have inevitably heard the term “stay…
The recording of our virtual event is now available The COVID-19 pandemic has given us time to think about the big-picture questions in life. Things like: What life lessons do…
The recording of our webinar on the financial and emotional considerations of retirement is now available If you’re like most people, you’ve spent the past two to three decades planning…
More than 70 women gathered for our 4th Annual Women, Wealth & Wisdom luncheon at Northmoor Country Club in Highland Park in November. It was an honor to have Lisa…
Strategic Wealth Partners continued the focus on protection from cybercrime this fall with a client event in the Milwaukee area. Guest speaker, Dr. Thomas Kaczmarek, Director of Marquette University’s Center…
Strategic Wealth Partners recently hosted a panel discussion on how you can protect yourself from cybercrime. The panel, moderated by Tom Buhrmann, Wealth Advisor, featured Adam Moseley, Managing Director at…