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.

TEAM

Meet your financial specialists.

Joseph Thompson, CEPA®

Wealth Advisor

As a Wealth Advisor, Joe helps successful individuals and families manage their financial lives and the complexities that are a part of it. He brings an analytical curiosity to every planning question, allowing him to provide tailored advice to clients that covers all aspects of their wealth strategy: portfolio construction and monitoring, tax planning, philanthropic strategies, and estate planning.

Prior to joining SWP, Joe was a Financial Advisor at Prime Financial Services. In this role, he developed financial plans for families that emphasized the role of tax and retirement income planning.

Joe holds a Bachelor’s degree in Economics from the University of Wisconsin-Milwaukee. Today, he leverages both his passion for math and economics to build customized financial plans that can drive clients toward their long-term goals.

Outside of the office, you can find Joe next to a BBQ smoker or exploring local hiking trails. This interest in hiking and the great outdoors is what led him to ESG investing — a strategy that he incorporates in his own investment portfolio and something he enjoys helping clients implement as well, when desired.

Education

BA in Economics, University of Wisconsin-Milwaukee

Professional Designations

Certified Exit Planning Advisor®

 

Office Location

Milwaukee, WI

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