Strategic Wealth Partners (SWP) Email Format

Financial ServicesIllinois, United States2-10 Employees

Strategic Wealth Partners (SWP) is an independently managed wealth management firm in the financial services sector, based in Deerfield, Illinois. Founded in 2008, it works with clients to deliver personalized solutions that aim to simplify complex financial decisions and support long-term goals. A fiduciary duty underpins its practice, with objective advice, advice kept separate from asset custody, and a fee structure that aligns with client interests. 

In May 2024, SWP joined Kovitz Investment Group Partners, LLC, which is wholly owned by Focus Financial Partners, expanding the range of services and expertise available to clients. The firm operates with a small team in the U.S. Midwest, reflecting its independent, client-focused approach.

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