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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.

Find Strategic Wealth Partners employees' phone numbers or email addresses

Strategic Wealth Partners Global Highlights

Location
Employees

North America
34

Minus sign iconPlus sign icon
  • United States Of America
    34

Strategic Wealth Partners's Leadership

  • Stylized image of a person
    P. B.
    Chief Investment Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. J. B.
    Chief Investment Strategist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. B.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. W.
    Senior Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. G.
    Retirement Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. A.
    Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M.
    Financial Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. W.
    Wealth Management Advisor
    Phone icon
    Mobile Phone

Strategic Wealth Partners Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Operations
  • Administrative
  • Other
  • Consultant
  • Business Development
  • Banking
  • Community & Social Services
  • Business
  • Accounting

Contact profiles from Strategic Wealth Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. B.
    President
    Phone icon
    Mobile Phone
    United StatesNew York
    Apr 16, 2026
  • Stylized image of a person
    P. B.
    Chief Investment Officer
    Phone icon
    Mobile Phone
    United StatesGeorgia
    May 27, 2025
  • Stylized image of a person
    P. J. B.
    Chief Investment Strategist
    Phone icon
    Mobile Phone
    United States
    Mar 24, 2026
  • Stylized image of a person
    T. W.
    Senior Wealth Manager
    Phone icon
    Mobile Phone
    United StatesOregon
    Feb 07, 2026
  • Stylized image of a person
    N. G.
    Retirement Specialist
    Phone icon
    Mobile Phone
    United StatesMaryland
    Feb 07, 2026
  • Stylized image of a person
    D. A.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesMaryland
    Apr 13, 2026
  • Stylized image of a person
    J. M.
    Financial Consultant
    Phone icon
    Mobile Phone
    United StatesArkansas
    Mar 24, 2026
  • Stylized image of a person
    T. W.
    Wealth Management Advisor
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Mar 24, 2026
  • Stylized image of a person
    C. J.
    Senior Wealth Advisor / Business Development
    Phone icon
    Mobile Phone
    United States
    Apr 22, 2026

Frequently Asked Questions

What is Strategic Wealth Partners known for?

Minus sign iconPlus sign iconStrategic Wealth Partners was founded in 2003 operates in the Investment Management industry. The company's main headquarters is located in 5005 Rockside Road Suite 1200 Independence, Ohio 44131 United States; you can contact the 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?

Minus sign iconPlus sign iconStrategic Wealth Partners employees' email format typically follows the pattern of . 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?

Minus sign iconPlus sign iconStrategic Wealth Partners has approximately 29 employees as of May 2026. These team members are located across 1 continents, including North America.

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

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As of May 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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