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!
SWP Celebrates Reaching $1B Custodied Assets Under Management with Fidelity®
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.
Data Security
Protecting Your Personal Information During the Holidays
This article was originally published in 2021; however, the information is still relevant. Thanks to the internet, holiday shopping is more convenient than ever—not just for consumers, but for cybercriminals...
Investments
Investing Is Not Gambling
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).