Event Recap: Illinois Office Open House

We were honored to show our new Illinois office to our clients, partners, and friends on July 30. We are thankful to all who attended and enjoyed the fun evening! If you were not able to join us, your advisor would be happy to give you a tour of our new home at any time. You can learn more about our new office here.

AJ Price, Neal Price, and Cory Rappaport

AJ Price, Neal Price, and Cory Rappaport

Wendy Mintzer and AJ Price

Wendy Mintzer and AJ Price

Lauren Ross and Mary Berman

Lauren Ross and Mary Berman

Joanna Hurley and her husband, Neil

Joanna Hurley and her husband, Neil

Jaclyn Simon and Betsy Wellington

Jaclyn Simon and Betsy Wellington

Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. The brochure is limited to the dissemination of general information pertaining to its investment advisory services, views on the market, and investment philosophy. Any subsequent, direct communication by SWP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SWP, please contact SWP or refer to the Investment Advisor Public Disclosure website (http://www.stratwealth.com/legal).

Financial Planning
Potential Impacts of AI on the Financial Services Industry
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Financial Planning
How the Illinois State Estate Tax Works
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Investments
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