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 Celebrates Reaching $1B Custodied Assets Under Management with Fidelity®

Fidelity® hosted a party for Strategic Wealth Partners (SWP) in honor of exceeding the $1B custodied assets under management threshold. Thank you, Fidelity®, for a fun evening of bocce ball, dinner and libations!

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Fidelity Clearing & Custody SolutionsSM provides a comprehensive clearing and custody platform, brokerage services, trading capabilities, and practice management and consulting to registered investment advisors (RIAs), including strategic acquirers and professional asset managers, as well as retirement recordkeepers, broker-dealer firms, banks, and insurance companies through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. In addition to providing services to third-party institutions, the NFS brokerage platform supports all the clearing and custody businesses at Fidelity, including Fidelity’s retail and capital markets businesses, bringing NFS assets under administration to $3.1 trillion.

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).

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The whole team at Strategic Wealth Partners wants you to know how appreciative we are of our partnership with you. We greatly value the opportunity to serve as your trusted partner. We look forward to continuing our relationship in 2025 and wish you and your family a very happy new year! We hope you enjoy our video Celebrating 2024 as we highlight this past year.
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Investments
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I have many pet peeves. I don’t like it when pillows in our house are lying on the floor. It irritates me when people talk on speaker phone in public. It drives me crazy when people rush to stand up in the aisle of an airplane once it lands (I’m really not as angry as it might seem).
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