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.

Event Recap: Protecting Yourself from Cybercrime

Strategic Wealth Partners recently hosted a panel discussion on how you can protect yourself from cybercrime. The panel, moderated by Tom Buhrmann, Wealth Advisor, featured Adam Moseley, Managing Director at Charles Schwab Advisory Services and Lindsay Pflug, Manager of Training & Process Development. The panel fielded questions from the audience and shared tips and tricks on how to protect yourself online.

While a myriad of topics were covered, a primary point of discussion was email phishing attempts. “If you think an email is suspicious and you don’t recognize the sender, it is best to delete it and not click on any links,” Moseley said. Pflug added, “Even if the email is from a sender you recognize, such as your bank, you should never click on a link in it to login to your account. Instead, search using your browser and go to the institution’s main website and enter your credentials there”.

With October being National Cybersecurity Awareness Month (NCSAM), we’d like to remind you that your privacy is important to us! You can read about how we protect your information here. Additionally, you can read about some of the ways you can protect yourself here.

We will be hosting a similar event again on cybercrime and awareness on October 24 from 5:00 – 6:30 p.m. near our Milwaukee office. Please contact us if you are interested in attending.

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
The Power of Consolidating Your Investment Accounts
The modern financial landscape is complex and constantly evolving.  However, managing complexity and delivering simplicity can come from consolidating these elements under the stewardship of a knowledgeable professional. A professional...
Read More