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.

GOLF FORE! JCYS: The 2017 Golf Outing

Mike Karmin, Wealth Advisor at Strategic Wealth Partners (SWP), participated in GOLF FORE! JCYS: The 2017 Golf Outing. Proceeds from the event will benefit the Jewish Council for Youth Services, Camp Red Leaf. The year-round camping and respite program for children and adults with developmental disabilities, provides enriching recreational activities to hundreds of individuals annually.

Karmin currently serves on JCYS’s Board of Directors and is the VP of Development.

The organization offers educational and recreational programs for Chicagoland’s children and through board service, aims to help develops the next generation of Jewish civic leaders.

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
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.
Read More
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).
Read More