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.

Strategic Wealth Partners Joins AIM High – May 2015

Strategic Wealth Partners joins AIM High as a corporate sponsor and mentor. Facilitated by the Center for Companies that Care, AIM High is a ground-breaking student mentoring initiative that strives to send 100% of participating students to 4-year universities, and equip them with the skills needed to succeed in tomorrow’s workplace.

As corporate mentor, Strategic Wealth Partners will form long-term relationships with their mentees and together participate in activities that support: goal setting and leadership, academic success, college readiness, career development, cultural exposure, and community service.

Much more-than-mentoring program, AIM High has sent 100% of participating students to college for six consecutive years. Strategic Wealth Partners is grateful to be a part of an initiative that not only supports higher education and career development, but that also provides young Chicagoans with the means to better themselves.

Companies that Care in the news:

Investments
Why Tax Efficiency Matters
When evaluating an investment portfolio, most people tend to focus on the return it provides. This is certainly understandable, as it is fairly intuitive. “I put in $100; it’s now worth $110. Therefore, my return is 10%.” However, this leaves out a key part of the overall story – taxes. Broadly speaking, from the standpoint of most investment and tax professionals, investments can generally be classified as either “tax-efficient” or “tax-inefficient.” I’ll loosely define these terms as follows:
Read More