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.

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David Copeland Continues His Membership on the CAIS Advisory Council

  • April 04, 2022

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
Re-thinking Multi-Generational Wealth Management
I have many clients, both family and friends, who have entrusted me with protecting and prioritizing their family’s wealth. Truthfully, I think of all my clients as family and encourage them to think the same of me. It’s important to have that level of trust and communication to take the same care of their families as I do of my own.
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Financial Planning
Enhancing Employee Retention with Nonqualified Plans
One key to business stability and growth is retaining top talent in an organization. The shock of key employees leaving can reverberate through a company impairing morale while potentially missing key profit target achievement. One way that a company can incent key members to stay for the long haul is to reward them for successful goal achievement and their dedicated service over time with a non-qualified deferred compensation plan (NQDC).
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