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

Resources Archive

Our Objective is Simple:to provide you with successful wealth strategies, independent, objective advice, and personalized service that you deserve.