Event Recap: Versiti Blood Research Institute Imagine Gala

We were honored to participate in the Versiti Blood Research Institute’s Imagine Gala on September 13, 2019. Versiti is a national leader in innovative blood health solutions. Guests mixed and mingled with researchers and people whose lives have directly been changed by Versiti’s work.

“We heard from two remarkable people during the evening whose lives were greatly impacted by the research done at Versiti. Strategic Wealth Partners is proud to be part of such a worthy cause,” said Kathy Klein, Wealth Advisor. Kathy is pleased to be a new member of Versiti’s board and finance committee.

The gala raised a total of $212,205 to support blood research at Versiti. You can learn more about Versiti here.

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).

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.
Read More
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.
Read More