Strategic Wealth Partners Recognized for Exceptional Commitment to Organic Growth

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).

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