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Strategic Wealth Partners (SWP) Employee Directory

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.

Find Strategic Wealth Partners (SWP) employees' phone numbers or email addresses

Strategic Wealth Partners (SWP) Global Highlights

Location
Employees

North America
61

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  • United States Of America
    60
  • Canada
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Oceania
1

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  • Australia
    1

Strategic Wealth Partners (SWP)'s Leadership

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

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
  • Financial Planning Assistant at Strategic Wealth Partners (SWP)
    K. W.
    Financial Planning Assistant
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Strategic Wealth Partners (SWP) known for?

Minus sign iconPlus sign iconStrategic Wealth Partners (SWP) was founded in 2008 and operates in the Financial Services industry. You can contact Strategic Wealth Partners (SWP)'s 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?

Minus sign iconPlus sign iconStrategic Wealth Partners (SWP) employees' email format typically follows the pattern of FLast@stratwealth.com. 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?

Minus sign iconPlus sign iconStrategic Wealth Partners (SWP) has approximately 7 employees as of August 2026. These team members are located across 3 continents, including North America, Europe and Oceania.

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

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As of August 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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