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.

We’re Growing! Our Illinois Team Moves to a New Home

After calling Suite 270 in 520 Lake Cook Road home since SWP’s founding in 2008, we started a new chapter on July 12 by moving up a few floors to Suite 520. Our new office features state-of-the-art conference rooms and space for the firm’s continuous growth.

Come check it out during our open house for our clients, partners, and friends on Tuesday, July 30. If you are unable to attend, your advisor would be happy to give you a tour of our new space at any time.

Below are some photos of our moving process.

Touring the new space before our first day of business in Suite 520.

Touring the new space before our first day of business in Suite 520.

Suite 520 is fully unpacked and up and running.

Suite 520 is fully unpacked and up and running.

Founding Principals Neal Price and David Copeland pose for one last picture in Suite 270 on July 12.

Founding Principals Neal Price and David Copeland pose for one last picture in Suite 270 on July 12.

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Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. The brochure is limited to the dissemination of general information pertaining to its investment advisory services, views on the market, and investment philosophy. Any subsequent, direct communication by SWP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SWP, please contact SWP or refer to the Investment Advisor Public Disclosure website (http://www.stratwealth.com/legal).

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