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.

Cybersecurity – Best Practices

Helpful tips from our recent event.

Investments
A Primer on Private Equity
On the surface, it’s logical that owning a diversified basket of public stocks (individual companies and/or indexes) is reflective of the broader economy, but the data doesn’t support it. In 1996, roughly 8,000 companies were listed in the U.S. stock market. Today, that number is fewer than 4,000.
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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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