What departments does Strategic Wealth Partners have?

Strategic Wealth Partners has employees across 2 departments including Finance, Consultant.

What is the largest department at Strategic Wealth Partners?

The largest department at Strategic Wealth Partners is Finance with 2 employees.

Where are Strategic Wealth Partners employees located globally?

Strategic Wealth Partners has employees across 2 continents and 3 countries including India, United States Of America, Canada.

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

Strategic Wealth Partners's team has decreased from approximately 37 to 27 employees based on available data.

Strategic Wealth Partners Employee Directory

Investment ManagementOhio, United States11-50 Employees

Strategic Wealth Partners operates in the investment management industry, providing wealth management strategies for business professionals and entrepreneurs. The firm supports clients through all life stages—from building wealth and planning for retirement to exiting a business—focusing on prudent financial decisions. Its services aim to grow and protect assets, minimize tax consequences, and maximize gains from liquidity events. The company is based in Independence, Ohio, serving a relatively small to mid-sized client advisory practice. A notable recent development is the 2024 announcement that Strategic Wealth Partners agreed to merge with Kovitz Investment Group Partners.

Strategic Wealth Partners Global Highlights

North America
43

United States Of America
41
Canada
2

Asia
1

India
1

Strategic Wealth Partners Employee Metrics

100%

50%

0%

2026

2025

Finance
Operations
Administrative
Other
Consultant
Business Development
Banking
Community & Social Services
Business

Contact profiles from Strategic Wealth Partners

Name

Title

Contact

Location

Last Update

B. B.
President
Mobile Phone
Email
United States, New York
Apr 16, 2026
P. B.
Chief Investment Officer
Mobile Phone
Email
United States, Georgia
May 27, 2025
P. J. B.
Chief Investment Strategist
Mobile Phone
Email
United States
Mar 24, 2026
T. W.
Senior Wealth Manager
Mobile Phone
Email
United States, Oregon
Feb 07, 2026
N. G.
Retirement Specialist
Mobile Phone
Email
United States, Maryland
Feb 07, 2026
D. A.
Wealth Advisor
Mobile Phone
Email
United States, Maryland
Apr 13, 2026
J. M.
Financial Consultant
Mobile Phone
Email
United States, Arkansas
Mar 24, 2026
T. W.
Wealth Management Advisor
Mobile Phone
Email
United States, Georgia
Mar 24, 2026
C. J.
Senior Wealth Advisor / Business Development
Mobile Phone
Email
United States
Apr 22, 2026

Frequently Asked Questions

What is Strategic Wealth Partners known for?

Strategic Wealth Partners was founded in 2003 and operates in the Investment Management industry. You can contact Strategic Wealth Partners's main corporate office by phone at

+1-216-447-****

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

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

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

How many employees does Strategic Wealth Partners have currently?

Strategic Wealth Partners has approximately 29 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

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

As of August 2026, Strategic Wealth Partners's key employees include:

Chief Investment Officer: P. B.
Chief Investment Strategist: P. J. B.
President: B. B.
Senior Wealth Manager: T. W.
Retirement Specialist: N. G.

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Strategic Wealth Partners Employee Directory

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