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: 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.

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