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Strategic Wealth Partners (SWP)

Financial Services

Specialities :
Wealth management
Wealth advice
Financial planning
Investment management
Qualified retirement plans

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revenue-icon Revenue
1M - 10M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
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Frequently Asked Questions About Strategic Wealth Partners (SWP)

What does Strategic wealth partners (swp) do?+

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...

What are Strategic wealth partners (swp)'s specialties? +

Wealth management,wealth advice,financial planning,investment management,qualified retirement plans,investment performance reporting,estate & tax planning,and investment advisory

What is Strategic wealth partners (swp)'s industry? +

Strategic wealth partners (swp) operates in the Financial services industry.

What is Strategic wealth partners (swp)'s revenue? +

Strategic wealth partners (swp)'s revenue is 1m - 10m

What is Strategic wealth partners (swp)'s company size? +

Strategic wealth partners (swp) has 11 - 50 employees.

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