Strategic Wealth Partners (“SWP”) is an independently managed wealth management firm that has been partnering with clients since 2008. We created SWP because we saw an opportunity to provide more personalized solutions to clients in an environment that put their interests first. Our work on behalf of our clients is far-reaching, but it all comes down to managing complexity, delivering simplicity, and helping people reach their goals. At our core is our fiduciary duty – a legal obligation to put your best interests first. More than just an obligation, our structure allows us to act with the utmost integrity. As a fiduciary, we offer you confidence in knowing that we: - Strive to eliminate conflicts of interest - Separate financial advice from custody of assets - Provide fee-transparency Please read our disclosure statement at: https://stratwealth.com/legal/
View Top Employees from Strategic Wealth Partners (SWP)Website | http://www.stratwealth.com |
Revenue | $6 million |
Funding | $150000 |
Employees | 47 (46 on RocketReach) |
Founded | 2008 |
Address | 520 Lake Cook Road Suite 520, Deerfield, Illinois 60015, US |
Phone | (224) 632-1600 |
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Industry | Financial Services, Investment Banking, Wealth Management, Finance, Wealth Advice, Financial Planning, Investment Management, Qualified Retirement Plans, Investment Performance Reporting, Estate & Tax Planning, Investment Advisory |
Web Rank | 9 Million |
Keywords | Alternative Investment Planning Services |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 52399 Companies, NAICS Code 52393 Companies |
Looking for a particular Strategic Wealth Partners (SWP) employee's phone or email?
The Strategic Wealth Partners (SWP) annual revenue was $6 million in 2024.
46 people are employed at Strategic Wealth Partners (SWP).
Strategic Wealth Partners (SWP) is based in Deerfield, Illinois.
The NAICS codes for Strategic Wealth Partners (SWP) are [523, 52, 5239, 52399, 52393].
The SIC codes for Strategic Wealth Partners (SWP) are [628, 62].