Event Recap: Spring Cleaning / Paper Shredding 2017

Despite cold temperatures and blustery winds, clients and friends of Strategic Wealth Partners (SWP) came together for a Spring Cleaning ritual – disposing of sensitive documents.

SWP teamed up with Opportunity Secure Data Destruction (OSDD), a Northbrook-based shredding service which provided a mobile shred truck. We were able to collect, securely shred and recycle 3,880 pounds of documents – that’s a total of 33 trees saved!

SWP has on-going plans to hold Spring Cleaning events for clients annually on the last Saturday of April.

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).

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”).
Read More
Financial Planning
Potential Impacts of AI on the Financial Services Industry
The financial world is no stranger to disruption.  The latest wave comes not from rogue traders or flash crashes, but from silicon and code.  Artificial intelligence (AI) is rapidly transforming many industries, including the world of finance.  But what might this mean for consumers seeking financial guidance?
Read More