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 (

Financial Planning
Building a Relationship with Your Wealth Advisor
A new relationship with a wealth advisor can be a lot like dating. In the beginning, you want to get to know what’s important to each other, establish open communication and shared perspective, and determine if it makes sense to commit for the long term. Each relationship is unique, but we can follow an intentional road map in getting to know each other.
Read More