Sign in
Sign in

Strategic Wealth Partners Recognized for Exceptional Commitment to Organic Growth

  • July 25, 2017

Strategic Wealth Partners was recognized by Focus Financial Partners for the firm’s exceptional commitment to organic growth.

In November 2014, Strategic Wealth Partners joined Focus Financial Partners, a leading partnership of independent, fiduciary wealth management firms. Focus provides superior access to best practices, resources and continuity planning for its partner firms. Focus partner firms maintain their entrepreneurial independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives.

“We’re proud to have won the Organic Growth Award from our partners at Focus Financial Partners at the recent partners meeting in Deer Valley, Utah,” said Neal Price, principal of Strategic Wealth Partners. “For us, organic growth is the natural result of our people working together toward a common goal: taking great care of our clients.”

“By improving efficiencies, developing our “next gen” talent and hiring great new team members, we have been able to build capacity while enhancing service,” said Price. “The Focus partnership has also been invaluable as we are able to share best practices and resources with other partner firms. Much of our new business comes from our current clients introducing us to the people they care about most. We are always grateful for these introductions as it is a wonderful recognition of our strong commitment to making sure our clients are well cared for.”

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 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).

Investments
ESG Investing: Is It Right For You?
I have always been an avid outdoorsman, spending much of my free time camping and hiking in the mountains. And over the years, I've looked for ways to incorporate these interests into my investment portfolio. When I was younger, I did this by investing in companies related to the outdoor industry. However, today technology has made it possible to take a much more impactful approach through ESG investing.
Read More
Current Events
Should I Stay or Should I Go?
There’s no sugarcoating it; the current state of the markets has many of our clients thinking like the 1981 punk rock classic by The Clash: Should I stay or should I go now? If I go, there will be trouble And if I stay it will be double So come on and let me know Should I stay or should I go?* I don’t suspect that the song was meant as a commentary on portfolio management strategies. (In fact, the band has never disclosed any real meaning to the lyrics.)  Nonetheless, I do think it provides an appropriate framework for examining today’s investment world. So, let’s take a look at the cases for “going” and for “staying.”
Read More
Financial Planning
Money Lessons from SWP Wealth Advisors
In honor of Financial Literacy month in April, SWP Wealth Advisors shared money lessons they have learned throughout their lives.  In this piece, you will find a compilation of these lessons.
Read More