Long-term financial planning focused on your unique needs
Preserving and prudently growing your hard-earned wealth
Collaborative relationships to help you achieve your goals
Strategic Wealth Partners is an independent wealth management firm founded in 2008. Our firm consists of ateamof professionals that offer personalized financial planning and investment advisory services. Our objective is simple: to provide you with successful wealth strategies, independent, objective advice and personalized service that you deserve.
Can alternatives shelter US retail investors from a market turn?
Strategic Wealth Partners: What sets it apart? Its all in the name
The More the Investment World Changes, the More our Approach Stays the Same
Event Recap: Are you Paying More to Uncle Sam Than you Should?
What is a Qualified Charitable Distribution? Is it Right for me?
Event Recap: Spring Cleaning / Paper Shredding 2019
Marcie Nach Participates in Money Smart Week®
Strategic Wealth Partners Names New Principal
Roundup of Organizations SWP Supported During 2018
Strategic Wealth Partners Hosts Third Annual Women, Wealth Wisdom Luncheon on How to Have Honest Conversations
Dont Forget to Put Medicare on Your Shopping List!
The Longest Bull Market in History: Fact or Fiction
Strategic Wealth Partners Names Two New Principals
What If Interest Rates Continue to Rise? Reflections on the Bond Market
Can I Still Get a Tax Deduction for Giving to Charity?
Using Socially Responsible and Impact Investments to Reflect Your Values
The Womens Center Anniversary Luncheon: Your Voice Has Power
Event Recap: Spring Cleaning / Paper Shredding 2018
Event Recap: A Guide to Womens Financial Empowerment
XPX Chicago Discussion: Impact of Tax Reform on Business Owners
The Surest Short-Term Stock Market Prediction: Uncertainty
People on the Move in Milwaukee Lee Ford
People on the Move in Milwaukee Kathy Klein
People on the Move in Milwaukee William Perry
Roundup of Organizations SWP Supported During 2017
Feed My Starving Children October 2017
Habitat for Humanity Chicago October 2017
Quick Link: Articles About Protecting Your Identity
I Finally Did It; How a Veteran Wealth Manager Froze His Credit
Strategic Wealth Partners (SWP) Hosts Second Annual Women, Wealth Wisdom Luncheon with Meditation Speaker
SSC Deliver Conference Understanding Your Firms Valuation and Why it Matters
XPX Chicago Case Study Discussion: Owner Wealth
Forest Preserves of Cook County August 2017
Strategic Wealth Partners Recognized for Exceptional Commitment to Organic Growth
Event Recap: Autism Speaks Walk North Shore Walk 2017
Event Recap: Spring Cleaning / Paper Shredding 2017
Are You Overlooking Ways to Save on Your Real Estate Taxes?
Whats All the Hype About the Fiduciary Rule?
11 Steps To Take If You Have Been a Victim of Identity Theft
Shouldnt Investing Be More Like Shopping on Black Friday?
SWP Supported 21 Charitable Academic Organizations During 2016
SWP Celebrates Reaching $1B Custodied Assets Under Management with Fidelity®
Strategic Wealth Partners (SWP) Hosts Womens Luncheon and Collection Drive for Deployed Troops
Election Aftermath: Strategies to Potentially Reduce Your Tax Bill
2-Minute Investor Update November 2016
Crains People on the Move Mark Weil
Crains People on the Move Kyle Ross
SWP Women, Wealth Wisdom Kickoff Luncheon
Habitat for Humanity Chicago September 2016
Event Recap: How to be Financially Savvy A Workshop for College Students
Back-to-school: A great time for young adults to learn money dos and donts
Client Scenario: Managing Wealth as a Senior with Changing Needs
Forest Preserves of Cook County May 2016
JUF Young Leadership Division Wealth Management 101
Crains People on the Move Ross Neuman
2-Minute Investor Update January 2016
The Center for Enriched Living November 2015
Why Taking a Loss on an Investment Can Be a Good Thing
Are You Properly Maintaining a Healthy Credit Score?
Client Scenario: Revisiting the Company 401(k) Plan
Habitat for Humanity Chicago November 2015
Strategic Wealth Partners Completes Merger November 2015
The Center for Companies that Care Golf Outing September 2015
The Brian Grant Foundation Gala August 2015
Greater Chicago Food Depository Corn Harvest August 2015
The Center for Enriched Living November 2014
Is Travel Insurance on Your Vacation Checklist?
Client Scenario: Managing Wealth from the Sale of the Family Business
K.I.D.S.S. for Kids, All-Star Charitable Golf Outing July 2015
Financial Advisor Magazines Registered Investment Advisor (RIA) Survey Ranking July 2015
Financial Times Top 300 Registered Investment Advisors June 2015
Strategic Wealth Partners Joins AIM High May 2015
Powers of Attorney: Why Does an Adult Child Need One?
Your Companys Retirement Plan Time for a Check-up?
Scott Smith Becomes Hospital Magician April 2015
Client Scenario: Managing Wealth After the Loss of a Spouse
Investment Manager Research Why We Dont Do It Alone
Client Scenario: Managing Wealth During Retirement
Homeowners, Auto, and Liability Insurance: Time for a Check-Up?
Event Recap: Shred Sip with SWP November 2014
Strategic Wealth Partners Joins Focus Financial Partners to Bolster Growth November 2014
International Housewares Association CHESS October 2014
Heartland Blood Centers Blood Drive October 2014
A Just Harvest Community Kitchen October 2014
Center for Companies that Care Golf Outing September 2014
Financial Advisor Magazines Registered Investment Advisor (RIA) Survey Ranking July 2014
Financial Times Top 300 Registered Investment Advisors July 2014
Court Appointed Special Advocates (CASA) January 2014
Our Objective is Simple:to provide you with successful wealth strategies, independent, objective advice, and personalized service that you deserve.