What departments does Strategic Wealth Partners (SWP) have?

Strategic Wealth Partners (SWP) has employees across 7 departments including Operations, Finance, Business Development, Consultant, Administrative.

What is the largest department at Strategic Wealth Partners (SWP)?

The largest department at Strategic Wealth Partners (SWP) is Operations with 2 employees.

Where are Strategic Wealth Partners (SWP) employees located globally?

Strategic Wealth Partners (SWP) has employees across 3 continents and 4 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada, Australia.

How has Strategic Wealth Partners (SWP)'s team size changed over time?

Strategic Wealth Partners (SWP)'s team has decreased from approximately 38 to 10 employees based on available data.

Strategic Wealth Partners (SWP) Employee Directory

Q: Who are Strategic Wealth Partners (SWP)'s key employees and leadership?

Strategic Wealth Partners (SWP)'s key employees include: Partners Ceo: M. C., Vp / Coo / Co-Founder / Sr. Wealth Advisor: A. Z., Founder - Fractional Coo / Marketing Director: A. M..

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.

Strategic Wealth Partners (SWP) Global Highlights

North America
70

United States Of America
69
Canada
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Oceania
1

Australia
1

Strategic Wealth Partners (SWP)'s Leadership

A. Z.
Vp / Coo / Co-Founder / Sr. Wealth Advisor
Mobile Phone
Email
A. M.
Founder - Fractional Coo / Marketing Director
Mobile Phone
Email
M. C.
Partners Ceo
Mobile Phone
Email
G. L.
Managing Partner
Mobile Phone
Email
J. H.
Director Of Financial Planning
Mobile Phone
Email
M. G.
Wealth Advisor And Director Of Investments
Mobile Phone
Email
S. R.
Business Development Director
Mobile Phone
Email
J. S.
Manager Of Client Service
Mobile Phone
Email

Strategic Wealth Partners (SWP) Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Finance
Business
Business Development
Other
Legal

Contact profiles from Strategic Wealth Partners (SWP)

Name

Title

Contact

Location

Last Update

T. P.
Principal Wealth Advisor
Mobile Phone
Email
Oct 23, 2024
S. B.
Independent Advisory Representative
Mobile Phone
Email
Oct 17, 2025
A. R.
Associate Wealth Advisor
Mobile Phone
Email
Oct 22, 2024
B. G.
Investment Analyst
Mobile Phone
Email
Oct 22, 2024
B. K.
Receptionist
Mobile Phone
Email
Oct 17, 2024
C. C.
Operations Associate
Mobile Phone
Email
Oct 17, 2024
C. P.
Operations Associate
Mobile Phone
Email
Oct 18, 2024
E. O.
Financial Planner
Mobile Phone
Email
Oct 22, 2024
J. K.
Financial Planner
Mobile Phone
Email
Oct 22, 2024
J. K.
Incoming Wealth Management Intern
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Strategic Wealth Partners (SWP) known for?

Strategic Wealth Partners (SWP) was founded in 2008 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-224-632-****

. Explore Strategic Wealth Partners (SWP)'s company overview page for more information.

What is Strategic Wealth Partners (SWP)'s most common email format?

Strategic Wealth Partners (SWP) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Strategic Wealth Partners (SWP) email formats with LeadIQ.

How many employees does Strategic Wealth Partners (SWP) have currently?

Strategic Wealth Partners (SWP) has approximately 7 employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are Strategic Wealth Partners (SWP)'s key employees and leadership?

As of July 2026, Strategic Wealth Partners (SWP)'s key employees include:

Vp / Coo / Co-Founder / Sr. Wealth Advisor: A. Z.
Founder - Fractional Coo / Marketing Director: A. M.
Partners Ceo: M. C.
Managing Partner: G. L.
Director Of Financial Planning: J. H.

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Strategic Wealth Partners (SWP) Employee Directory

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