Strategic Wealth Partners: What sets it apart? It’s all in the name

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.

November 05, 2018

Read this case study from Equity Magazine featuring David Copeland:

Investments

Navigating the 2025 Market Volatility: Strategies for Long-Term Success

It happened pretty quickly. Everything seemed to be humming along nicely, with the S&P 500 reaching an all-time high in mid-February, and now we’ve suddenly found ourselves in a new...

Financial Planning

7 Reasons for Regular Financial Checkups

Wealth management is about more than simply choosing the right investments. It’s about optimizing assets, minimizing risks, and ensuring long-term legacy planning. Much like with one’s own health, it’s important...

Financial Planning

I Just Went to Disney World, and I Have Some Thoughts (About the U.S. Consumer)

My wife and I recently got back from a week in Disney World with our two daughters. It was the first time there for the three of them and my...