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.

Feed My Starving Children

Members of Strategic Wealth Partners spent their Wednesday night volunteering at Feed My Starving Children in Libertyville, IL. “Team Uganda” hand-packed 540 bags (over 3,000 meals) of rice, soy, vegetables, and vitamins, which are then shipped to hungry children in nearly 70 countries around the world. Feed My Starving Children creates a fun and competitive environment, promoting teamwork among volunteers ages 5 and up. We highly recommend attending a food pack session if you have the opportunity!

Learn more about Feed My Starving Children.

Financial Planning
Re-thinking Multi-Generational Wealth Management
I have many clients, both family and friends, who have entrusted me with protecting and prioritizing their family’s wealth. Truthfully, I think of all my clients as family and encourage them to think the same of me. It’s important to have that level of trust and communication to take the same care of their families as I do of my own.
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Financial Planning
Enhancing Employee Retention with Nonqualified Plans
One key to business stability and growth is retaining top talent in an organization. The shock of key employees leaving can reverberate through a company impairing morale while potentially missing key profit target achievement. One way that a company can incent key members to stay for the long haul is to reward them for successful goal achievement and their dedicated service over time with a non-qualified deferred compensation plan (NQDC).
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