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: Community Memorial Foundation’s Fashion Show & Luncheon

  • November 20, 2019

Strategic Wealth Partners was honored to sponsor the Community Memorial Foundation’s Fashion Show & Luncheon held earlier this fall. All of the event proceeds go to the Breast Center at Froedtert & the Medical College of Wisconsin Community Memorial Hospital in Menomonee Falls.

All of the models in the fashion show are breast cancer survivors. Some of them shared stories from their journey. “Seeing the survivors walk the runaway and hearing their stories is one of many reasons this event is so important.  Strategic Wealth Partners is pleased to be a sponsor at this annual event,” stated Kathy Klein, Wealth Advisor. Kathy is a longtime board member of Froedtert & the Medical College of Wisconsin Community Memorial Hospital, and serves on the Community Involvement Committee and Planned Giving Committee.

The Fashion Show & Luncheon raised over $13,000 to support the hospital’s Breast Center. You can learn more about the Community Memorial Foundation here.

Categories

This article contains general information that is not suitable for everyone. The information contained herein should not be constructed as personalized investment advice. Reading or utilizing this information does not create an advisory relationship. An advisory relationship can be established only after the following two events have been completed (1) our thorough review with you of all the relevant facts pertaining to a potential engagement; and (2) the execution of a Client Advisory Agreement. There is no guarantee that the views and opinions expressed in this article will come to pass.

Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. The brochure is limited to the dissemination of general information pertaining to its investment advisory services, views on the market, and investment philosophy. Any subsequent, direct communication by SWP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SWP, please contact SWP or refer to the Investment Advisor Public Disclosure website (http://www.adviserinfo.sec.gov).

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).

News
Celebrating 2024
The whole team at Strategic Wealth Partners wants you to know how appreciative we are of our partnership with you. We greatly value the opportunity to serve as your trusted partner. We look forward to continuing our relationship in 2025 and wish you and your family a very happy new year! We hope you enjoy our video Celebrating 2024 as we highlight this past year.
Read More
Investments
Investing Is Not Gambling
I have many pet peeves. I don’t like it when pillows in our house are lying on the floor. It irritates me when people talk on speaker phone in public. It drives me crazy when people rush to stand up in the aisle of an airplane once it lands (I’m really not as angry as it might seem).
Read More