Sign in
Sign in

Michael Garrison, CFA®, CFP® Joins Strategic Wealth Partners as Director of Investments

  • October 22, 2021

Strategic Wealth Partners Group, LLC, an independent wealth management firm with offices in Chicago and Milwaukee, announced today that Michael Garrison, CFA®, CFP® will join the firm as Director of Investments.

“At Strategic Wealth Partners, we pride ourselves on delivering for our clients by offering successful wealth strategies, objective advice, and personalized service,” says David Copeland, Co-Founder, Principal, and Chief Investment Officer (CIO) of Strategic Wealth Partners. “As a nearly 20-year investment professional, Mike’s insights and talents make him an ideal addition to our firm.”

Garrison’s previous roles include Senior Investment Consultant at Morningstar and a Portfolio Manager at Chicago Wealth Management. Prior to joining SWP, Garrison served as a Director at BMO Family Office, where he developed portfolios tailored to the unique investment objectives of the firm’s ultra-high-net-worth clients. In his role as Director of Investments, Mike will serve on the firm’s investment committee and work closely with Copeland. “Mike’s extensive and wide-ranging industry experience will be invaluable as we continue to improve our existing investment processes to meet the evolving needs of our clients,” said Copeland.

In addition to his responsibilities as Director of Investments, Garrison will also serve as a Wealth Advisor, utilizing his knowledge as a CERTIFIED FINANCIAL PLANNER® professional and a Chartered Financial Analyst® charterholder to provide comprehensive and actionable financial guidance to clients. “My career has always been about helping people reach their goals,” said Garrison. “Strategic Wealth Partners has the size, resources, and scalability to continue to grow and evolve to meet our client’s needs, and I’m excited to be joining such a devoted team of financial professionals who all share a passion for supporting our clients.”

Strategic Wealth Partners is a part of Focus Financial Partners, a leading partnership of independently managed wealth management firms. Focus provides strategic support to help its partner firms achieve objectives, including support of growth initiatives and development of strong succession plans.

ABOUT STRATEGIC WEALTH PARTNERS
Strategic Wealth Partners (SWP) is an investment advisory and financial planning firm with $3.2 billion in Assets Under Advisement as of December 31, 2020. SWP provides wealth strategies and independent, objective advice to ultra-high net worth and high net worth individuals and institutions. Founded in 2008 by Principals David Copeland and Neal Price, the firm provides an integrated wealth management platform by creating a comprehensive strategy including investments, insurance, estate planning and tax counseling. Learn more at http://www.stratwealth.com.

Contact:
Strategic Wealth Partners Group, LLC
Gabrielle Wagor, (414) 359-1001
gwagor@stratwealth.com

Categories

This article contains general information that is not suitable for everyone. The information contained herein should not be constructed as personalized investment advice. Past performance is no guarantee of future results. 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.  Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security.

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 (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
The Power of Giving Now
When we reflect on what to do with our wealth as we grow older, we tend to first think about where our money will go after we pass. Recently though, more and more people are shifting their perspective on passing down their wealth from an inheritance-focused view to a more immediate, experience-focused one. Instead of saving every available dollar for their estate, people are using some of those assets to fund unforgettable family vacations, meaningful experiences with friends, and other memories that last a lifetime. People are also investing in their loved one’s lives while living, offering to contribute more to wedding costs, housing down payments, and business funding.
Read More
Financial Planning
Investing a Large Cash Inflow: All at Once or “Spread It Out”?
At some point in your life, you may be faced with managing a large cash inflow. Selling a business, collecting a deferred compensation payout, and receiving an inheritance are a few of the most common reasons. Regardless of the source of this money, you will have to decide what to do with it. It’s an age-old investing debate: should I invest the cash all at once, or stage into the market over time?
Read More