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.

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Marcie Nach Featured in Caregiving Magazine

  • July 24, 2024

Marice Nach was featured in the summer/fall edition of Caregiving Magazine.  Along with other industry experts, she responded to questions on the topic of retirement and aging. These include challenges in healthcare affordability, common retirement questions, and social security myths, and more.  Click on the cover to read the article.

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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