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 Ranked In Milwaukee Business Journal’s Investment Management Firms List
September 12, 2022
Strategic Wealth Partners is proud to be listed in the Milwaukee Business Journal’s Investment Management Firms ranking. The list is ranked by firm assets under management from December 31, 2021.
“We are so pleased to be included in this list of the largest investment advisors in the Milwaukee area. We first entered the Milwaukee market in 2018 because we saw tremendous potential to combine forces with some outstanding professionals,” says Principal and Co-Founder Neal Price. “Kathy Klein, Joe Thompson, and the entire Milwaukee team are best-in-class. We are excited to expand our presence and become the go-to firm for comprehensive wealth management services in the Milwaukee area.”
“Our success comes from a solid and loyal client base who believes in our personalized solutions. Our work on behalf of our clients is far-reaching, but it all comes down to our unique process that is client focused, manages complexity, delivers simplicity, and guides our clients to their goals,” states Wealth Advisor Kathy Klein.
Strategic Wealth Partners is an independently managed wealth management firm that has been partnering with clients since 2008 in Deerfield, IL, and since 2018 in Milwaukee, WI. For more information on services, please visit www.stratwealth.com.
Disclosure:
This article contains general information that is not suitable for everyone. The information contained herein should not be constructed as personalized investment advice. Reading or utilizing this information does not create an advisory relationship. An advisory relationship can be established only after the following two events have been completed (1) our thorough review with you of all the relevant facts pertaining to a potential engagement; and (2) the execution of a Client Advisory Agreement. There is no guarantee that the views and opinions expressed in this article will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security.
Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. The brochure is limited to the dissemination of general information pertaining to its investment advisory services, views on the market, and investment philosophy. Any subsequent, direct communication by SWP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SWP, please contact SWP or refer to the Investment Advisor Public Disclosure website (http://www.adviserinfo.sec.gov).
For additional information about SWP, including fees and services, send for our disclosure brochure 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).
There’s nothing easy about divorce. It can feel as though your entire life changes overnight, and for ultra-high-net-worth (UHNW) individuals, the financial implications can be just as overwhelming as the emotional ones. One of the most overlooked yet critical aspects of this transition is estate planning.
I recently worked with a client, we’ll call her Laura, who had just finalized a divorce after 27 years of marriage. She had always been involved in the family’s finances, but for the first time, she was solely responsible for her own estate. Her first question to me was, “Where do I even begin?”
If we’ve worked together for any length of time, you know I regularly talk and write about investor psychology, especially how tuning out day-to-day market headlines can lead to better long-term results. In a world full of distractions, this mindset is more important than ever.
We live in an era of nonstop financial news. From interest rate speculation and economic forecasts to geopolitical tensions and trade policy shifts, headlines are constantly vying for our attention and our reaction.
Recently, headlines about new tariffs and another downgrade of U.S. government debt have added fresh layers of uncertainty. And naturally, these stories raise questions:
Should I adjust my portfolio? Go to cash? Do something, anything, right now?
Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets. We enjoy reading about topics related to economics, investments, current events, and financial planning.
In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us.
Here are recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.
