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
The Power of Consolidating Your Investment Accounts
The modern financial landscape is complex and constantly evolving.  However, managing complexity and delivering simplicity can come from consolidating these elements under the stewardship of a knowledgeable professional. A professional...
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