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.

Open Heart Magic 12th Annual Benefit

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.

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
Navigating the Complexities of Estate Planning for Ultra-High-Net-Worth Divorcees
There’s nothing easy about divorce. It can feel as though your entire life changes overnight, and for ultra-high-net-worth (UHNW) individuals, the financial implications can be just as overwhelming as the emotional ones. One of the most overlooked yet critical aspects of this transition is estate planning. I recently worked with a client, we’ll call her Laura, who had just finalized a divorce after 27 years of marriage. She had always been involved in the family’s finances, but for the first time, she was solely responsible for her own estate. Her first question to me was, “Where do I even begin?”
Read More
Investments
Tuning Out the Noise: Why Smart Investors Stay the Course
If we’ve worked together for any length of time, you know I regularly talk and write about investor psychology, especially how tuning out day-to-day market headlines can lead to better long-term results. In a world full of distractions, this mindset is more important than ever. We live in an era of nonstop financial news. From interest rate speculation and economic forecasts to geopolitical tensions and trade policy shifts, headlines are constantly vying for our attention and our reaction. Recently, headlines about new tariffs and another downgrade of U.S. government debt have added fresh layers of uncertainty. And naturally, these stories raise questions: Should I adjust my portfolio? Go to cash? Do something, anything, right now?
Read More