Event Recap: Open House Spring 2015

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.

August 07, 2015

In honor of expanding our office space (again!), Strategic Wealth Partners hosted an open house for its clients, friends and family. Thank you to those who joined us in celebrating and those who continue to support us in our growth! We had a blast!

News

Marcie Nach Featured in Caregiving Magazine

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...

Current Events

What We Have Been Reading – Market Commentary & Beyond for July 2024

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,...

Investments

Risk in Investing: What You Need to Know About Capacity vs. Tolerance

One central truth of investing is that it inherently involves risk—investments might result in losing some or even all of the money invested. However, the returns we enjoy from investing...