Strategic Wealth Partners (SWP)

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/