Barron’s Winner’s Circle Top Independent Advisors Summit – April 2012
Strategic Wealth Partners Among “Best of Best” Financial Advisors Attending Barron’s Winner Circle Top Independent Advisors Summit
Exclusive Conference Hosts Elite Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers
April 4, 2012
DEERFIELD, Ill. — Strategic Wealth Partners, LLC, a Chicago area-based independent investment advisory firm, attended the fourth-annual Barron’s Winner’s Circle Top Independent Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.
“The conference is designed to advance the overall strength and proficiency of the industry through best-practice sharing,” said Strategic Wealth Partners’ co-founder Neal Price. The invitation-only conference was held last month at the JW Marriott Desert Ridge, in Phoenix, Ariz. “It’s a relatively exclusive event, with some of the very best registered investment advisement firms in the nation participating. We’re honored to be included,” said Price.
65 of the Top 100 Independent Financial Advisors in the U.S., as ranked and published in Barron’s August 29, 2011 issue, were in attendance. This annual ranking is the basis for the Top Independent Advisor’s Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams and the quality of the advisors’ practices. The top 100 Independent Advisors are comprised of Registered Independent Advisors and Advisors from Independent Broker Dealers.
“The work these independent advisors do and their influence will only increase as the nation’s Baby Boomers plan for retirement and all Americans nurture their portfolios and husband their businesses through difficult times, said Ed Finn, Editor and President of Barron’s. “This Summit brings together the industry’s leaders from across the country and provides a forum where they can address the key concerns of their clients and develop solutions to their financial-planning needs.”
Price was one of approximately 350 financial advisors who were either selected by Barron’s or their affiliated firm to participate in the event. Issues explored included business development ideas, managing high-net-worth accounts, portfolio management and retirement planning.
Strategic Wealth Partners provides financial advice on a fee-for-services basis. Central to the firm’s core philosophy is separation of brokerage from investment advisory services – eliminating any question of dual loyalties. The firm prides itself on helping clients set realistic financial goals designed to be reached with modest levels of volatility. Strategies are tailored to fit the unique needs of each client’s short and long-term goals.
ABOUT STRATEGIC WEALTH PARTNERS
Strategic Wealth Partners, LLC is an investment advisory and financial planning firm providing wealth strategies and independent, objective advice to high net worth individuals and institutions. Founded in 2008 by principals David Copeland and Neal Price, the firm provides a complete wealth management platform by integrating all elements of a comprehensive strategy including investments, insurance, estate planning and tax counseling. Strategic Wealth Partners works with its clients’ trusted advisors to provide personalized programs. Located in Deerfield, Ill., Strategic Wealth Partners provide clients successful wealth strategies, independent, objective advice and best-in-class service. Learn more at www.stratwealth.com.
Strategic Wealth Partners, LLC (“Strategic Wealth Partners”) is an SEC registered investment adviser. This letter is limited to the dissemination of general information pertaining to Strategic Wealth Partners‘ investment advisory services. There is no guarantee that the views and opinions expressed herein will come to pass.
To read Strategic Wealth Partners, LLC Disclosure Statement, please click here.
Barron’s (www.barrons.com) is America’s premier financial magazine, renowned for its market-moving stories. Published by Dow Jones & Company since 1921, it reaches an influential audience of senior corporate decision makers, institutional investors, individual investors and financial professionals. With new content available every week in print and every business day online, Barron’s provides readers with a comprehensive review of the market’s recent activity, coupled with in-depth, sophisticated reports on what’s likely to happen in the market in the days and weeks to come. As a result, Barron’s is the financial information source these powerful people rely on for market information, ideas and insights they can use to increase their professional success and enhance their personal, financial well-being.
The “Barron’s Top 100 Independent Financial Advisors” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor.
Attendees of the Barron’s Winner’s Circle Conference were comprised of the independent advisors listed in “Top 100 Independent Financial Advisors”, (August 29, 2011) as well as financial advisors who were chosen by Barron’s or their associated firms.