Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets. We enjoy reading about topics related to economics, investments, current events, and financial planning.
In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us.
Here are 9 recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.
Deerfield, Ill. — Strategic Wealth Partners Group, LLC, an independent wealth management firm with offices in Chicago and Milwaukee, announced today that Michael Tuber has joined the firm as a Wealth Advisor.
“We founded Strategic Wealth Partners because we saw an opportunity to provide more personalized solutions and service to our clients,” says Neal Price, Principal and Co-Founder of Strategic Wealth Partners. “Mike shares our passion for managing complexity and delivering simplicity while always putting clients’ interests first, and his commitment to building strong, lasting client relationships makes him a fantastic addition to our team.”
Tuber joins Strategic Wealth Partners from JPMorgan Chase & Co., where he worked for over 12 years, most recently as Vice President – Private Client Advisor. As a Wealth Advisor at Strategic Wealth Partners, he will focus on serving the needs of corporate executives, business owners, and wealthy families, providing holistic financial guidance to help them reach their financial goals. His commitment to educating his clients and understanding the unique complexities of their financial lives will be essential to his success in the new role.
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.
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 $3.7 Billion AUM/AUA as of December 31, 2021. Strategic Wealth Partners (“SWP”) is an independently managed wealth management firm that has been partnering with clients since 2008. SWP was created to provide more personalized solutions to clients in an environment that put their interests first. The work on behalf of clients is far-reaching, but it all comes down to managing complexity, delivering simplicity, and helping people reach their goals. Learn more at http://www.stratwealth.com.
Contact:
Strategic Wealth Partners Group, LLC
Gabrielle Wagor, (414) 359-1001
gwagor@stratwealth.com
