Strategic Wealth Partners (SWP)
Financial ServicesView the employees at
Strategic Wealth Partners (SWP)-
Michele Turner Senior Client Service Associate at Strategic Wealth Partners (SWP)
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Milwaukee
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Top 5%
Ruben Rivas Wealth Advisor at Strategic Wealth Partners-
Milwaukee
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Rising Star
Eric O'Brien CFP® Financial Planner at Strategic Wealth Partners-
Greater Chicago Area
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Rising Star
Toni Bregenzer CCO at Strategic Wealth Partners (SWP)-
Greater Chicago Area
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Rising Star
Michael Tuber Wealth Advisor at Strategic Wealth Partners-
Deerfield, Illinois, United States
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Rising Star
Overview
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. At our core is our fiduciary duty – a legal obligation to put your best interests first. More than just an obligation, our structure allows us to act with the utmost integrity. As a fiduciary, we offer you confidence in knowing that we: - Strive to eliminate conflicts of interest - Separate financial advice from custody of assets - Provide fee-transparency Please read our disclosure statement at: https://stratwealth.com/legal/
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