Strategic Wealth Partners (SWP) is an independent wealth management firm founded in 2008, now operating under Kovitz Investment Group Partners. With over $4.48 billion in assets under management as of December 31, 2023, SWP offers comprehensive financial services including financial planning, investment management, family office support, and household financial management. Their approach is personalized and holistic, emphasizing long-term relationships and tailored strategies for diverse clients such as retirees, professionals, business owners, LGBTQ+ individuals, and multi-generational families. The firm operates offices in Deerfield, Illinois, and Milwaukee, Wisconsin, and provides clients with access to a secure online portal for managing their financial information. SWP is committed to delivering independent, objective advice and personalized service to help clients achieve their financial goals.