Event Recap: Illinois Office Open House

We were honored to show our new Illinois office to our clients, partners, and friends on July 30. We are thankful to all who attended and enjoyed the fun evening! If you were not able to join us, your advisor would be happy to give you a tour of our new home at any time. You can learn more about our new office here.

AJ Price, Neal Price, and Cory Rappaport

AJ Price, Neal Price, and Cory Rappaport

Wendy Mintzer and AJ Price

Wendy Mintzer and AJ Price

Lauren Ross and Mary Berman

Lauren Ross and Mary Berman

Joanna Hurley and her husband, Neil

Joanna Hurley and her husband, Neil

Jaclyn Simon and Betsy Wellington

Jaclyn Simon and Betsy Wellington

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.stratwealth.com/legal).

Financial Planning
How We Find Comfort in Uncertain Times: A Guide for Investors
In the ever-changing landscape of the global economy, investors will be navigating potentially unfamiliar waters during the last couple of months in 2023. Uncertainty seems to be the only constant, with markets fluctuating as geopolitical tensions are rising. Despite all the question marks on what will happen in the short-term, there are some things that can be done to help keep investors at ease.
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News
David Copeland interviewed by RIA Channel
At the 2023 CAIS Alternative Investment Summit, SWP Co-Founder and Principal David Copeland sat down with RIA Channel’s Founder and CEO Julie Cooling to discuss how he uses alternative investments in client portfolios. You can listen to the interview by clicking below.
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