Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets. We enjoy reading about topics related to economics, investments, current events, and financial planning.
In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us.
Here are 9 recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.
Tom Buhrmann Becomes the Firm’s Seventh Principal
DEERFIELD, Ill.–(BUSINESS WIRE)–Strategic Wealth Partners Group, LLC, an independent wealth management firm based in both the Chicago and Milwaukee areas, today announced that Tom Buhrmann, CIMA®, has been promoted to a Principal of the
Buhrmann joined Strategic Wealth Partners in 2012 after earning his MBA with concentrations in Investment Management and Finance from DePaul University’s Kellstadt Graduate School of Business. He takes pride in helping his clients create and implement long-term financial plans tailored to their unique needs. Buhrmann stays active in the community by serving on the Board of Directors of the Sommer Foundation.
“We are proud to welcome Tom as a Principal of the organization,” said David Copeland, Principal and co-founder of Strategic Wealth Partners. “Throughout his time at the firm, he has exemplified our fiduciary standard by always focusing on what’s best for our clients and providing superior service.”
Strategic Wealth Partners is a part of Focus Financial Partners, a leading partnership of independently managed wealth management firms. Focus provides strategic support to help its partner firms achieve objectives, including support of growth initiatives and development of strong succession plans.
ABOUT STRATEGIC WEALTH PARTNERS
Strategic Wealth Partners (SWP) is an investment advisory and financial planning firm with $2.6 billion in Assets Under Advisement as of 12/31/2018. SWP provides wealth strategies and independent, objective advice to ultra-high net worth and high net worth individuals and institutions. Founded in 2008 by Principals David Copeland and Neal Price, the firm provides an integrated wealth management platform by creating a comprehensive strategy including investments, insurance, estate planning and tax counseling. Learn more at http://www.stratwealth.com/legal.
