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.
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:
We are proud to announce that SWP’s Wealth Advisor, Kathy Klein, received the Greater Milwaukee Foundation’s Herbert J. Mueller 2024 Outstanding Professional Adviser of the Year award! She was honored...
At the loss of a spouse, particularly one responsible for the family's cash flow and investments, the emotional turmoil can be significantly magnified by the additional responsibility of financial management.
