November Value of the Month Winner – Marcie Nach

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November Value of the Month Winner – Marcie Nach

December 8, 2020

At Strategic Wealth Partners, we believe that excellence starts with T.H.I.S. Each of our values – Teamwork, Humility, Integrity, and Service – is part of our commitment to our clients. Each month we will be focusing on one of our values and recognizing a team member who embodies that value.

Our value of the month in November was integrity. We value integrity because we know that doing the right thing is the best in the long run. Our clients always come first, and what is in their best interest is most important. We are proud to recognize Marcie Nach, Financial Planner, as the integrity value of the month winner. In her role, Marcie assists clients in taking control of every facet of their financial lives by determining each client’s needs and coordinating personalized financial planning strategies.

Marcie demonstrates integrity through everything she does. She approaches each day with a great attitude and is ready to help clients as needed. She is honest and trustworthy, and we are proud to have her as part of our SWP team.

Marcie lives in Chicago’s North Shore area with her husband, and is happy that both of their sons live nearby. Marcie loves all things summer – gardening, golf, tennis and walks in the Chicago Botanic Garden.

Disclosure:

This article contains general information that is not suitable for everyone. The information contained herein should not be constructed as personalized investment advice. Reading or utilizing this information does not create an advisory relationship. An advisory relationship can be established only after the following two events have been completed (1) our thorough review with you of all the relevant facts pertaining to a potential engagement; and (2) the execution of a Client Advisory Agreement. There is no guarantee that the views and opinions expressed in this article will come to pass.

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.adviserinfo.sec.gov).

For additional information about SWP, including fees and services, send for our disclosure brochure and Client Relationship Summary 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/disclosure-statement).

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