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.