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 06, 2024
Strategic Wealth Partners, a division of Kovitz Investment Group Partners, LLC, is proud to be listed in the Milwaukee Business Journal’s Investment Management Firms ranking. The list is ranked by firm assets under management locally from December 31, 2023.
“We’re thrilled to once again be recognized as a premier investment advisor in Milwaukee. Our dedication to our clients and their unique financial goals has driven us to continually innovate and adapt to the changing market landscape. We believe that every client deserves a customized approach to financial planning and investing tailored to their specific needs. Our team of experienced professionals is committed to building lasting relationships with our clients based on trust, transparency, and exceptional service,” states Wealth Advisor Kathy Klein.
“We first entered the Milwaukee market in 2018 because we saw tremendous potential to combine forces with some outstanding professionals,” says Principal Neal Price. “Kathy Klein, Joe Thompson, Ruben Rivas, and the entire Milwaukee team are best-in-class. We are excited to continue to expand our presence and become the go-to firm for comprehensive wealth management services in the Milwaukee area by managing complexity, delivering simplicity, and guiding our clients to their goals.”
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. In May 2024, SWP joined Kovitz Investment Group Partners, LLC, who is fully owned by Focus Financial Partners. For more information on services, please visit www.stratwealth.com.
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.
