Strategic Wealth Partners (“SWP”) is an independently managed wealth management firm that has been partnering with clients since 2008. We created SWP because we saw an opportunity to provide more personalized solutions to clients in an environment that put their interests first. Our work on behalf of our clients is far-reaching, but it all comes down to managing complexity, delivering simplicity, and helping people reach their goals.
In May 2024, SWP joined Kovitz Investment Group Partners, LLC, who is fully owned by Focus Financial Partners. This partnership gives our clients additional service offerings and expertise.
The fiduciary duty is at the core of SWP — the legal and ethical obligation to put your interests ahead of our own. Our fee structure also aligns with your best interests. We are paid directly by our clients and don’t receive commissions or other financial incentives for our work. As a fiduciary, we offer you confidence in knowing...
-The advice you receive is objective
-Your financial advice is separate from the custody of assets, so we can better focus on your needs
-We provide fee transparency, so you know exactly how much you pay for our services
Please read our disclosure statement at: https://stratwealth.com/legal/
Company Details
- Employees
- 42
- Founded
- -
- Address
- 520 Lake Cook Road,
- Phone
- (224) 632-1600
- in****@****lth.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- stratwealth.com
- Keywords
- Wealth Management, Wealth Advice, Financial Planning, Investment Management, Qualified Retirement Plans, Investment Performance Reporting, Estate & Tax Planning, Investment Advisory.
- HQ
- Deerfield, IL
Strategic Wealth Partners (Swp) Questions
Strategic Wealth Partners (Swp)'s helpline number is (224) 632-1600
Strategic Wealth Partners (Swp)'s website is stratwealth.com
Strategic Wealth Partners (Swp)'s LinkedIn profile is https://www.linkedin.com/company/strategic-wealth-partners-llc
Strategic Wealth Partners (Swp) has
42 employees.
View email and phone details for 42
employees at Strategic Wealth Partners (Swp).
Strategic Wealth Partners (Swp)'s industry is
Financial Services
Strategic Wealth Partners (Swp)'s top competitors are
Tmd Wealth Management,
Gresham Partners,
Kovitz,
Strategic Wealth Partners,
Fort Pitt Capital Group,
Focus Financial Partners,
Telemus,
Relative Value Partners, Llc,
Ifam Capital,
Northcoast Asset Management.
Strategic Wealth Partners (Swp)'s support email address is info@stratwealth.com
Strategic Wealth Partners (Swp)'s categories are Financial Services
Strategic Wealth Partners (Swp)'s founding year is 2008
