Sign in
Sign in

Open Heart Magic 12th Annual Benefit

  • May 10, 2018

Strategic Wealth Partners and Andrew Denenberg, Wealth Advisor supported the mission of Open Heart Magic (OHM) by sponsoring the 12th Annual Benefit. Andrew serves on the OHM Professional Board – helping to build awareness and raise funds for the organization.

Open Heart Magic helps sick kids get their magic back. Its Bedside MagicTM programs bring laughter, hope and strength to sick children – one-to-one – at their hospital bedsides. Learn more about how you can support children at the most critical time.

Categories

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).

Investments
Building With Alternatives CAIS Webinar Featuring David Copeland
SWP Principal and Co-Founder David Copeland was a guest on the CAIS hosted webinar Building with Alternatives. CAIS is a financial technology company that provides access, education, and operational efficiency to independent wealth advisors who utilize alternative investments in client portfolios. Throughout the webinar, David shared his views on how SWP builds client portfolios with alternative strategies.  Specifically, David provides insights on alternative asset classes and investment strategies that SWP uses to meet client objectives. Additionally, he discusses the opportunities in alternatives that he is most excited about today, how to build towards a target allocation, practice management with alternatives, and common pushback from clients.
Read More