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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Strategic Wealth Partners Completes Merger – November 2015

  • November 02, 2015

DEERFIELD, ILLINOIS — Strategic Wealth Partners (“SWP”) today announced the addition of two seasoned advisors, Sidney Blum and Nancy Tani, who serve clients primarily in the Chicago North Shore and Las Vegas areas.  Sid and Nancy will continue to work with their clients as they transition to Strategic Wealth Partners.

 “I am truly excited about the team approach embedded in the SWP culture, as well as the team’s hands on service culture,” shared Sid Blum. “Joining SWP will significantly help expand our service offering and capabilities to our existing clients.”

 “We are privileged to be able to serve Sid’s and Nancy’s clients and look forward to continuing the strong tradition of fiduciary service they currently receive,” said David Copeland, Principal of Strategic Wealth Partners. “As we continue to implement our growth strategy, additions such as this are important for us. Our partnership with Focus Financial Partners has proved invaluable in the transition process.”

In 2014, Strategic Wealth Partners joined Focus Financial Partners (“Focus”), the leading partnership of independent wealth management firms. Focus provides strategic support to help its partner firms achieve objectives – including to support growth initiatives and ensure a strong succession plan.

ABOUT STRATEGIC WEALTH PARTNERS

Strategic Wealth Partners is an investment advisory and financial planning firm providing wealth strategies and independent, objective advice to high net worth individuals and institutions.  Founded in 2008 by principals David Copeland and Neal Price, the firm provides a complete wealth management platform by integrating all elements of a comprehensive strategy including investments, insurance, estate planning and tax counseling. Learn more at www.stratwealth.com.

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