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.

SWP Associate Wealth Advisor A.J. Price Joins “Wealth And Law” Podcast

SWP Associate Wealth Advisor A.J. Price recently sat down with Brent Nelson and Rachel Sass on their Wealth And Law podcast to discuss how families, specifically parents and grandparents, can introduce younger generations to family wealth.

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...
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