Event Recap: Spring Cleaning / Paper Shredding 2019

Clients and friends of Strategic Wealth Partners (SWP) did some spring cleaning by disposing sensitive documents at the annual SWP shred event. The spring snow did not dampen our spirits as we shredded 1,843 pounds of paper. Opportunity Secure Data Destruction (OSDD) of Northbrook, IL once again provided the mobile shredding services. We hope to see you all at next year’s spring cleaning/paper shredding event – hopefully sans snow!

If you are planning to do a purging party, tame your desire to toss everything. Instead, consider these guidelines to help you decide what documents to keep, shed or shred.

Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. For additional information about SWP, including fees and services, send for our disclosure brochure as set forth on Form ADV from SWP using the contact information herein. Please read the disclosure brochure carefully before you invest or send money (http://www.stratwealth.com/legal).

Current Events
What We Have Been Reading – Market Commentary & Beyond for April 2024
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.
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News
Strategic Wealth Partners to Join Kovitz
NEW YORK – April 2, 2024 – Focus Financial Partners Inc. (“Focus”), a leading partnership of fiduciary wealth management firms, announced today that it has entered into a definitive agreement under which its partner firm Strategic Wealth Partners Group, LLC (“SWP”), based in Deerfield, Illinois, will formally join Focus “hub” firm Kovitz Investment Group Partners, LLC (“Kovitz”).
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