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.

Sign in
Sign in

Event Recap: Autism Speaks Walk – North Shore Walk 2017

  • May 10, 2017

Members of Strategic Wealth Partners (SWP), a Deerfield-based wealth management firm, joined nearly 1,000 others at New Trier’s Northfield campus on Sunday April 30th. SWP was honored to support the mission of Autism Speaks and serve as a corporate sponsor on Team Tyler, formed in honor of Tyler Savitz.

“It is always humbling to be a part of awareness and fundraising efforts like Autism Speaks. It’s a powerful reminder of everyday things that are taken for granted,” said Tom Buhrmann, a wealth advisor at SWP. “I have family and friends affected by this condition – it is wonderful to see so many people come out to support Autism Speaks.”

500,000 children with Autism will similarly become adults in the next 10 years and will lose the school and public support that was available during childhood. Those individuals will need housing, jobs and community support, which is currently incapable of meeting the coming demand for services. Autism Speaks is working to increase awareness, advocate for the rights of these individuals and provide research and support to change the future for all those living with Autism. Read more at Autism Speaks.

Categories

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).

Financial Planning
Navigating the Complexities of Estate Planning for Ultra-High-Net-Worth Divorcees
There’s nothing easy about divorce. It can feel as though your entire life changes overnight, and for ultra-high-net-worth (UHNW) individuals, the financial implications can be just as overwhelming as the emotional ones. One of the most overlooked yet critical aspects of this transition is estate planning. I recently worked with a client, we’ll call her Laura, who had just finalized a divorce after 27 years of marriage. She had always been involved in the family’s finances, but for the first time, she was solely responsible for her own estate. Her first question to me was, “Where do I even begin?”
Read More
Investments
Tuning Out the Noise: Why Smart Investors Stay the Course
If we’ve worked together for any length of time, you know I regularly talk and write about investor psychology, especially how tuning out day-to-day market headlines can lead to better long-term results. In a world full of distractions, this mindset is more important than ever. We live in an era of nonstop financial news. From interest rate speculation and economic forecasts to geopolitical tensions and trade policy shifts, headlines are constantly vying for our attention and our reaction. Recently, headlines about new tariffs and another downgrade of U.S. government debt have added fresh layers of uncertainty. And naturally, these stories raise questions: Should I adjust my portfolio? Go to cash? Do something, anything, right now?
Read More
Current Events
What We Have Been Reading – Market Commentary & Beyond for May 2025
Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets. We enjoy reading about topics related to economics, investments, current events, and financial planning. In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us. Here are recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.
Read More