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.

David Copeland Continues His Membership on the CAIS Advisory Council

SWP Principal David Copeland is excited to continue his affiliation with the CAIS Advisory Council.  He enjoys helping them with their mission of broadening access and education to alternative investments for the advisor community.  Read more

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.
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