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.

Sign in
Sign in

Strategic Wealth Partners Celebrates 15th Anniversary

  • May 17, 2023

The firm continues to pursue its vision of managing complexity and delivering simplicity.

Deerfield, Ill. — Strategic Wealth Partners Group, LLC, an independently managed wealth management firm with offices in Chicago and Milwaukee, has reached an exciting milestone this year: the firm’s 15th anniversary.

“We founded Strategic Wealth Partners 15 years ago because we saw an opportunity to redefine the client experience,” said Neal Price, Principal and Co-Founder of Strategic Wealth Partners. “We wanted to create an environment where the goal is for clients’ interests to come first and for advisors to act as true financial advocates for their clients, and in doing so, build a wealth management firm that would become bigger than just us by attracting the next generation of partners. The expansion of Strategic Wealth Partners from a small practice to a more comprehensive, larger wealth management firm is a testament to our success in that regard.”

For Ashley Bebeau, who became a Principal in 2018 and serves as the firm’s Director of Financial Planning and a Wealth Advisor, this dedication to serving a client’s best interests and delivering simplicity has been critical: “Our growth over the years has been driven by a number of factors, but it really comes down to managing complexity and delivering simplicity for the people that we serve. This was true when I joined Strategic Wealth Partners, and it will be what guides our work moving forward.”

Since opening in 2008, the firm has achieved several milestones. In 2014, Strategic Wealth Partners became part of Focus Financial Partners, a leading partnership of independently managed wealth management firms. In 2018, Strategic Wealth Partners opened a second office in Milwaukee, further expanding their presence in the Midwest. To start this year, the firm welcomed three experienced wealth advisors to the firm.

“One of the main reasons we started Strategic Wealth Partners was because we saw the inherent conflicts of interest at larger firms: what’s best for the firm is not always necessarily what’s best for the client,” said David Copeland, Principal and Co-Founder of Strategic Wealth Partners. “As an independent firm, we have the freedom to customize each portfolio based on our clients’ needs and objectives and that has been a key driver of our success over the past 15 years.”

“We would like to thank our partners, clients, and team members, because without their contributions, the continued success of Strategic Wealth Partners would not be possible,” said Copeland. “We are committed to pursuing excellence and growth in everything we do,” said Price, “and we are excited to see how Strategic Wealth Partners will continue to grow and thrive over the next 15 years and beyond.”

ABOUT STRATEGIC WEALTH PARTNERS
Strategic Wealth Partners (SWP) is an investment advisory and financial planning firm with $3.9 Billion AUM/AUA as of March 31, 2023. Strategic Wealth Partners (“SWP”) is an independently managed wealth management firm that has been partnering with clients since 2008. SWP was created to provide more personalized solutions to clients in an environment where the goal is to put their interests first. The work on behalf of clients is far-reaching, but it all comes down to managing complexity, delivering simplicity, and helping people reach their goals. Learn more at http://www.stratwealth.com.

Contact:
Strategic Wealth Partners Group, LLC
Gabrielle Wagor, (414) 359-1001
gwagor@stratwealth.com

 

Categories

DISCLOSURE STATEMENT
This article is intended for informational purposes only. The information published in this article is subject to change on a regular basis without notice. Information contained in this news release should not be relied upon as investment advice specific to the reader’s investment objectives. Read our Full Disclosure Statement.

Investments
Investing Is Not Gambling
I have many pet peeves. I don’t like it when pillows in our house are lying on the floor. It irritates me when people talk on speaker phone in public. It drives me crazy when people rush to stand up in the aisle of an airplane once it lands (I’m really not as angry as it might seem).
Read More
Financial Planning
What’s New in Medicare for 2025
Every year, we encourage our clients enrolled in a Medicare Part D stand-alone prescription plan to take a few minutes to verify that their existing plan remains the best option for them. For the 2025 plan year, there’s a little more urgency, as some big changes are occurring that have never been a factor before. Starting in 2025, Medicare is setting a $2,000 cap on out-of-pocket drug costs for those with Part D drug plans.  From brokers I have spoken with, this has caused a lot of turmoil in this market as some providers are changing what drugs will be covered under their formularies, co-pays, deductibles, and coverage of brand versus generic.  If you were happy with your Part D drug plan in 2024, it could be a different story in 2025.
Read More