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.

Spertus Community Networking Night

Strategic Wealth Partners is proud to support the mission of the Spertus Institute for Jewish Learning and Leadership by sponsoring the Community Networking Night. Tom Buhrmann, CIMA® attended this annual event that brings together 200+ professionals and board members to network, celebrate accomplishments and learn.

Spertus Institute offers dynamic learning opportunities, rooted in Jewish wisdom and culture and open to all. These opportunities are designed to enable personal growth, train future leaders, and engage individuals in exploration of Jewish life.

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
Building a Relationship with Your Wealth Advisor
A new relationship with a wealth advisor can be a lot like dating. In the beginning, you want to get to know what’s important to each other, establish open communication and shared perspective, and determine if it makes sense to commit for the long term. Each relationship is unique, but we can follow an intentional road map in getting to know each other.
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