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.

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
Why Tax Efficiency Matters
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:
Read More
News
Kathy Klein Award Announcement
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...
Read More