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.

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Event Recap: Spring Cleaning / Paper Shredding 2019

  • May 08, 2019

Clients and friends of Strategic Wealth Partners (SWP) did some spring cleaning by disposing sensitive documents at the annual SWP shred event. The spring snow did not dampen our spirits as we shredded 1,843 pounds of paper. Opportunity Secure Data Destruction (OSDD) of Northbrook, IL once again provided the mobile shredding services. We hope to see you all at next year’s spring cleaning/paper shredding event – hopefully sans snow!

If you are planning to do a purging party, tame your desire to toss everything. Instead, consider these guidelines to help you decide what documents to keep, shed or shred.

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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).