Strategic Wealth Partners was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on May 1, 2024. Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by Strategic Wealth Partners and are accurate as of the time of publishing.

Couture for a Cure

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. Klein has supported this charitable event for over a decade. Couture for a Cure is a premier fashion show that raises money for life-changing childhood cancer and related blood disorder research.

Women for MACC is a non-profit, charitable organization made up of the mothers, siblings, relatives, and concerned individuals who are fighting to eliminate pediatric cancer and blood disorders. Learn more about how you can make a difference in the life of a child with cancer.

Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. For additional information about SWP, including fees and services, send for our disclosure brochure as set forth on Form ADV from SWP using the contact information herein. Please read the disclosure brochure carefully before you invest or send money (http://www.stratwealth.com/legal).

Financial Planning
7 Reasons for Regular Financial Checkups
Wealth management is about more than simply choosing the right investments. It’s about optimizing assets, minimizing risks, and ensuring long-term legacy planning. Much like with one’s own health, it’s important...
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Current Events
What We Have Been Reading – Market Commentary & Beyond for January 2025
Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets. We enjoy reading about topics related to economics, investments, current events, and financial planning. In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us. Here are recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.
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