Strategic Wealth Partners Hosts Third Annual ‘Women, Wealth & Wisdom’ Luncheon on How to Have Honest Conversations

Clients and friends of Strategic Wealth Partners (SWP) gathered at Northmoor Country Club in Highland Park for the firm’s third annual “SWP Women, Wealth & Wisdom” luncheon. Guest speaker Jeanne Malnati, Founder & CEO from The Culture Group, shed light on how to create authentic, trusting, and candor-filled environments.

The event focused on having honest conversations in all facets of life, not just finances. While SWP provides clients financial planning and investment advisory services; they also believe in having a deeper role in their clients’ lives.

“As a financial advisor, our discussions with clients cover a broad range of topics. They vary from money, hopes and dreams, to concerns about their parents or discussions with their kids. We might ask what keeps them up at night.” said Ashley Bebeau, CFP®, Principal and Senior Financial Planner at SWP. “I want us to be able to say what’s in our hearts, even when it’s hard to find the words. It might be scary to open up about things that really matter to us — and some people prefer not to engage on that level at all. I know I can speak for everyone at Strategic Wealth Partners when I say that we all really desire your honesty and candor during these conversations with us.” Bebeau continued.

Bebeau also mentioned a tool she uses with her young sons, Conversation Cards for Kids. “Whenever we go out for dinner we use a few of these cards – so instead of making small talk, these cards help us spark a big conversation.” All of the attendees received a deck of Big Talk Cards to help them engage in their own big talks.

Malnati led a discussion on how to have beautifully and brutally honest conversations. She drew upon her experiences and shared stories from her personal and professional life. She also elaborated on the importance of doing a “Clean Slate Assessment” and letting go of any preconceived notions, stories, or reasons something went askew. “In life, there is nothing better than new beginnings, fresh starts, and a clean slate! They can be just the breath of fresh air that an individual or a family needs so to create more authentic, trusting and candor-filled environments,” explained Malnati.

Malnati concluded by sharing a story from a trip she took to South Africa in 2009. While packing for that trip she put a small bag of hearts into her suitcase. She and her daughters then began handing them out randomly to individuals to brighten their day. Today, over 33,000 of those hearts have been spread around the word by her family and hundreds of “heart spreaders”. You can learn more about the hearts at


Strategic Wealth Partners is an investment advisory and financial planning firm providing wealth strategies and independent, objective advice to high net worth individuals and institutions. Founded in 2008 by principals David Copeland and Neal Price, the firm provides a comprehensive wealth management platform by integrating investments, insurance, estate planning, and tax planning. Learn more at

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 (

Is It Still A Good Time For You To Invest?
People often ask me, “is now the right time to get into the market?” If I had a crystal ball that told me when to buy and when to sell, I probably would not be writing this piece! With the highest inflation numbers since the 1980s, concerns about an economy potentially in recession, and the most prolonged downturn in stocks since the Great Financial Crisis, there is no question that investors have been challenged this year. The good news is that there are always opportunities for long-term investors with the right plan. Whether you are an experienced investor, have recently come into cash, or are new to the financial markets, below I discuss some things to consider when asking if now is the right time to invest.
Read More
Retiring in a Volatile Market
This week has been another extremely turbulent one in the stock market. While it is never comforting to see large, red numbers, volatility can be even more uncomfortable for recent retirees or those considering retirement. A colleague of mine recently told me that he has seen more of his clients retire in the last two years than in his first ten years of working at SWP. This got me thinking a lot about the notion of retirement. Retirement is a huge life event and adding volatile markets can compound the feeling of uncertainty. In this article, I will share some of the concepts we have been discussing with our clients.
Read More
Strategic Wealth Partners Ranked In Milwaukee Business Journal’s Investment Management Firms List
Strategic Wealth Partners is proud to be listed in the Milwaukee Business Journal’s Investment Management Firms ranking. The list is ranked by firm assets under management from December 31, 2021. “We are so pleased to be included in this list of the largest investment advisors in the Milwaukee area. We first entered the Milwaukee market in 2018 because we saw tremendous potential to combine forces with some outstanding professionals,” says Principal and Co-Founder Neal Price. “Kathy Klein, Joe Thompson, and the entire Milwaukee team are best-in-class. We are excited to expand our presence and become the go-to firm for comprehensive wealth management services in the Milwaukee area.” “Our success comes from a solid and loyal client base who believes in our personalized solutions. Our work on behalf of our clients is far-reaching, but it all comes down to our unique process that is client focused, manages complexity, delivers simplicity, and guides our clients to their goals,” states Wealth Advisor Kathy Klein. 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. For more information on services, please visit
Read More