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.

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Meet your financial specialists.

Kathy Klein, CFP®

Wealth Advisor

As a Certified Financial Planner and a Wealth Advisor of 36 years, I work with two primary groups of people.  One group is business owners and individuals to gain clarity, control, and confidence over all aspects of their finances. My clients appreciate the integrated approach that encompasses all aspects of their financial life, including:

  • Goal Setting
  • Developing a money mindset
  • Financial & Tax planning
  • Charitable Giving & Philanthropy
  • Wealth Transfer Protection
  • Investment Planning & Risk Management
  • Alternative Investments

Another group, and my special focus, is on educating and empowering women who through divorce or the death of a spouse find themselves suddenly responsible for their own financial well-being. I am dedicated to helping these women navigate their new financial responsibilities with confidence and security.

I enjoy serving as a key member of my clients’ team, often collaborating with family members, accountants, and attorneys to ensure a comprehensive strategy.

When not focused on all things finance, I can be found out of breath golfing, hiking, exercising, or chasing my husband of 40 years, my 3 children, and my 7 grandchildren – not necessarily in that order.

Education

BS in Biology, St. Mary’s College
Participation in MS program, University of Illinois-Chicago

Professional Designations

CERTIFIED FINANCIAL PLANNER®

Leadership & Community

Froedtert Menomonee Falls Hospital – Board Member, Community Involvement Committee Member, Planned Giving Committee Member
Cedar Lakes Conservation Foundation – Development Committee
Versiti Blood Research Institute – Finance Committee
Versiti Blood Research Foundation – Board Member
Impact100 MKE Founding Member

Office Location

Milwaukee, WI

Related

Financial Planning
Saying Goodbye to a Loved One: A Financial Checklist
The passing of a loved one is an exceptionally difficult time in life. It has been more than five years since my parents passed away, and at times the feeling of loss is so acute it catches my breath. I was honored to be their personal representative and executor, and had the time and experience to be sure their finances were well prepared for such a transition. Despite this preplanning, the process was still painful and cumbersome.  
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Financial Planning
How To Promote Financial Values Across Generations
Every family we work with is unique. However, over the years, I have found one common denominator: all have built wealth through sacrifice, hard work, and a strong set of financial values that includes monitoring spending and prioritizing saving. These values, coupled with a thoughtful investment strategy, have allowed many families to accumulate more wealth than they could ever spend in their lifetimes. As a result, a significant portion of this family wealth will be passed down to the next generation at some point in time, and many family leaders feel anxious about this wealth transfer: How will this wealth transfer impact family dynamics? Are the kids ready to assume the financial responsibility? Will they manage financial opportunities appropriately? Will the values that built this wealth live on?
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Events & Webinars
Webinar Recording | Inspired Philanthropy
The recording of our webinar on inspired philanthropy is now available. One of the keys to maximizing the impact of your charitable giving and improving the personal satisfaction that philanthropy...
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