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

LGBTQ+ Seniors: How to Find the Right Retirement Community

For many Americans, retirement represents a milestone goal, a transition into truly embracing freedom in many ways for the first time. It’s a reward for a lifetime of hard work...

Investments

Keeping Up With the Changes

A new school year just started for my daughters, Myles and Sawyer. And with this came A LOT of emotions in the Karmin household. There were tears of sadness for...

Financial Planning

Innovation at Strategic Wealth Partners

Humor me for a moment and try to remember accessing the internet in the early 1990s. For me, connecting went something like this: Double checking no one was on the...