Sign in
Sign in

Strategic Wealth Partners Ranked Among Financial Times’ Top 300 Registered Investment Advisors

  • August 04, 2020

Firm Earns Ranking for Sixth Time

Strategic Wealth Partners Group, LLC, an independent wealth management firm with offices in Deerfield and Milwaukee, has once again been named one of the Financial Times’ Top 300 Registered Investment Advisors (RIA) in the publication’s 2020 listing. The Financial Times (FT) is one of the world’s leading business news and information organizations. This is the sixth time Strategic Wealth Partners has been ranked.

“We are honored to be recognized by the Financial Times yet again,” said Neal Price, Principal and Co-founder of Strategic Wealth Partners. “Industry rankings, such as the FT Top 300 RIAs, reflect our commitment to our continued growth as an independent Registered Investment Advisor.”

Strategic Wealth Partners is a part of Focus Financial Partners, a leading partnership of independently managed wealth management firms. Focus provides strategic support to help its partner firms achieve objectives, including support of growth initiatives and development of strong succession plans.

Categories

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 and Client Relationship Summary 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
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