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.

The Women’s Center Anniversary Luncheon: Your Voice Has Power

Members of Strategic Wealth Partners are proud to have attended The Women’s Center Anniversary Luncheon, raising awareness and support for sexual assault survivors. Kathy Klein, CFP® has been longtime supporters of The Women’s Center – a significant women and family shelter in southeastern Wisconsin.

Klein knew she had to support this organization after attending a fundraiser in 2007. “I learned that the organization received requests for help from approximately 2,000 families annually – which was just astounding to me,” Klein explained. “Domestic abuse knows no socioeconomic or ethnic boundaries and can permanently scar all members of a family with deep psychological wounds. The work The Women’s Center is doing is impactful and life changing!”

The Women’s Center is located in Waukesha, WI and provides safety, shelter, and support to adult and child survivors of domestic violence, sexual assault, child abuse, and trafficking.

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).

Investments
Why Tax Efficiency Matters
When evaluating an investment portfolio, most people tend to focus on the return it provides. This is certainly understandable, as it is fairly intuitive. “I put in $100; it’s now worth $110. Therefore, my return is 10%.” However, this leaves out a key part of the overall story – taxes. Broadly speaking, from the standpoint of most investment and tax professionals, investments can generally be classified as either “tax-efficient” or “tax-inefficient.” I’ll loosely define these terms as follows:
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News
Kathy Klein Award Announcement
We are proud to announce that SWP’s Wealth Advisor, Kathy Klein, received the Greater Milwaukee Foundation’s Herbert J. Mueller 2024 Outstanding Professional Adviser of the Year award! She was honored...
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