Sign in
Sign in

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.

Financial Planning
The Power of Giving Now
When we reflect on what to do with our wealth as we grow older, we tend to first think about where our money will go after we pass. Recently though, more and more people are shifting their perspective on passing down their wealth from an inheritance-focused view to a more immediate, experience-focused one. Instead of saving every available dollar for their estate, people are using some of those assets to fund unforgettable family vacations, meaningful experiences with friends, and other memories that last a lifetime. People are also investing in their loved one’s lives while living, offering to contribute more to wedding costs, housing down payments, and business funding.
Read More
Financial Planning
Investing a Large Cash Inflow: All at Once or “Spread It Out”?
At some point in your life, you may be faced with managing a large cash inflow. Selling a business, collecting a deferred compensation payout, and receiving an inheritance are a few of the most common reasons. Regardless of the source of this money, you will have to decide what to do with it. It’s an age-old investing debate: should I invest the cash all at once, or stage into the market over time?
Read More