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What Can Your Family Achieve with a Boutique Family Office?

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.

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Celebrating 2023

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 2024 and wish you and your family a very happy new year!

We hope you enjoy our video Celebrating 2023 as we highlight this past year.

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News
David Copeland interviewed by RIA Channel

At the 2023 CAIS Alternative Investment Summit, SWP Co-Founder and Principal David Copeland sat down with RIA Channel’s Founder and CEO Julie Cooling to discuss how he uses alternative investments in client portfolios. You can listen to the interview by clicking below.

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News
Strategic Wealth Partners Named to the 2023 Forbes/SHOOK Top RIA Firms List

Strategic Wealth Partners is pleased to announce its ranking on the Forbes/SHOOK America’s Top RIA Firms list for 2023. The ranking distinguishes the top 250 registered investment advisors (RIA) in the country.   

“We are very proud to be included in this year’s ranking.  Our firm is continuously growing and finding new ways to deliver value to our clients,” said Michael Karmin, SWP Principal and Wealth Advisor. Being on this list reflects our team’s hard work and trust our clients put in us each day. We are committed to managing the complexity of our clients’ lives and delivering simple, straightforward solutions each and every day.”

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