Strategic Wealth Partners (Swp)

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Description

  • Insightful Planning. Objective Advice.Strategic Wealth Partners is an independent wealth management firm founded in 2008. Our firm consists of a team of professionals that offer personalized financial planning and investment advisory services. Our objective is simple: to provide you with successful wealth strategies, independent, objective advice and personalized service that you deserve.At our core is our fiduciary duty a legal obligation to put your best interests first. More than just an obligation, our structure allows us to act with the utmost integrity. As a fiduciary, we offer you confidence in knowing that we:- Strive to eliminate conflicts of interest- Separate financial advice from custody of assets- Provide fee-transparencyFor Media: https://www.stratwealth.com/wp-content/uploads/2017/06/SWP-Media-Kit_2017.pdfPlease read our disclosure statement at: https://www.stratwealth.com/disclosure-statement/
  • location

    Headquarters:520 Lake Cook Road Suite 520, Deerfield, Illinois, United States

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  • Strategic Wealth Partners (Swp) phone

    Phone Number: +1 224-632-1600

  • Strategic Wealth Partners (Swp) website

    Website: https://www.stratwealth.com

  • Strategic Wealth Partners (Swp) employees

    Employees:37

  • Strategic Wealth Partners (Swp) revenue

    Revenue:$10 - 50M

  • Strategic Wealth Partners (Swp) legal name

    Legal Name:Strategic Wealth Partners (Swp)

  • Strategic Wealth Partners (Swp)'s Social Media

    Strategic Wealth Partners (Swp) linkedin
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  • |  NAICS Code: 561499  |

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Person level website identification

Director Of Business Management for Strategic Wealth Partners (Swp)

Lindsay Pflug

Director Of Business Management

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Lindsay Pflug

Director Of Business Management

Lee Ford

Information Technology Manager

Lauren Ross

Manager Of Investment Operations

Lauren

Manager Of Investment Operations

Brian Wendt

Manager Of Client Operations

Frequently Asked Questions regarding Strategic Wealth Partners (Swp)

  • Where are Strategic Wealth Partners (Swp)'s Headquarters?

    Strategic Wealth Partners (Swp)'s Headquarters are in 520 Lake Cook Road Suite 520,Deerfield,Illinois,United States

  • What is Strategic Wealth Partners (Swp)'s phone number?

    Strategic Wealth Partners (Swp)'s phone number is +1 224-632-1600

  • What is Strategic Wealth Partners (Swp)'s official website?

    Strategic Wealth Partners (Swp)'s official website is https://www.stratwealth.com

  • What is Strategic Wealth Partners (Swp)'s Revenue?

    Strategic Wealth Partners (Swp)'s revenue is $10 - 50M

  • What is Strategic Wealth Partners (Swp)'s NAICS code?

    Strategic Wealth Partners (Swp)'s NAICS code is 561499

  • How many employees are working in Strategic Wealth Partners (Swp)

    Strategic Wealth Partners (Swp) has 37 employees

  • What is Strategic Wealth Partners (Swp)'s Industry?

    Strategic Wealth Partners (Swp) is in the industry of Investment Management

  • Who is Strategic Wealth Partners (Swp)'s Director Of Business Management?

    Strategic Wealth Partners (Swp)'s Director Of Business Management is Lindsay Pflug

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