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: Spring Cleaning / Paper Shredding 2017

Despite cold temperatures and blustery winds, clients and friends of Strategic Wealth Partners (SWP) came together for a Spring Cleaning ritual – disposing of sensitive documents.

SWP teamed up with Opportunity Secure Data Destruction (OSDD), a Northbrook-based shredding service which provided a mobile shred truck. We were able to collect, securely shred and recycle 3,880 pounds of documents – that’s a total of 33 trees saved!

SWP has on-going plans to hold Spring Cleaning events for clients annually on the last Saturday of April.

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