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.


Meet your financial specialists.

Wes Chan

Client Service Analyst

As a Client Service Analyst, Wes works with SWP wealth advisors to open new client accounts, execute money movements, and process paperwork. Wes values exceptional client service and enjoys providing innovative solutions while working in a team environment.

Before joining SWP, he was a co-op accountant at Eaton-Tripp Lite where he serviced customers and vendors, drafted financial budgets, and prepared financial statements. The opportunity to work with 130+ accounts from various countries provided him with the experience of working with very different cultures. His role emphasized the importance of adaptability and flexibility in delivering exceptional service to customers.

Outside of the office, Wes enjoys taking trips to National Parks or the wilderness as he has a fondness for unexplored nature. He likes going to two new restaurants every week to build on his passion for different foods and to find hidden gems around the city.


Bachelor’s degrees in Finance and Management, DePaul University

Office Location

Deerfield, IL