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.
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.”
Deerfield, Ill. — Strategic Wealth Partners Group, LLC, an independently managed wealth management firm with offices in Chicago and Milwaukee, announced today that it has entered into a partnership with My Personal Bookkeeper.
The firm continues to pursue its vision of managing complexity and delivering simplicity. Deerfield, Ill. — Strategic Wealth Partners Group, LLC, an independently managed wealth management firm with offices in…
Milwaukee, Wi. — Strategic Wealth Partners Group, LLC, an independent wealth management firm with offices in Chicago and Milwaukee, announced today that Ruben Rivas has joined the firm as a…
Deerfield, Ill. — Strategic Wealth Partners Group, LLC, an independent wealth management firm with offices in Chicago and Milwaukee, announced today that Michael Tuber has joined the firm as a…
Deerfield, Ill. — Strategic Wealth Partners Group, LLC, an independent wealth management firm with offices in Chicago and Milwaukee, announced today that Ben Bremen, CPA, CFP® has joined the firm…
The whole team at Strategic Wealth Partners wants to convey 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 2023 and wish you and your family a very happy new year!
SWP Co-Founder and Principal David Copeland joined Steve Sanduski on his podcast “Between Now and Success” at the 2022 CAIS Alternative Investment Summit. They discussed how David uses alternative investments in client portfolios. Be sure to listen to the end where Steve asks David to share what superpower he would choose if given the chance!