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.

Autism Speaks – North Shore Walk 2018

On Sunday, May 6th, members of the Strategic Wealth Partners (SWP) team attended the Autism Speaks – North Shore Walk at New Trier High School. SWP is proud to support the mission of Autism Speaks and serve as corporate sponsor of Team Tyler. Watch this clip from the TODAY show to learn more about Team Tyler.

Autism affects an estimated 3 million people in the United States and 70 million people worldwide. More than 90 percent of the world’s autism community lives in low- and middle-income countries with little access to autism services or support, challenged by the high cost of care, as well as stigma and social intolerance. Read more about the impact of Autism Speaks.

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 (http://www.stratwealth.com/legal).

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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
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