Strategic Wealth Partners

Strategic Wealth Partners Group, LLC, operating as Strategic Wealth Partners, is an SEC-registered investment adviser based in Deerfield, Illinois. Established in 2008, the firm succeeded to the advisory business of Strategic Wealth Partners, LLC, in 2015 and acquired Park Place Capital Management in 2018. As a Focus partner firm, it is a wholly-owned indirect subsidiary of Focus Financial Partners, LLC. SWP offers financial planning, consulting, and investment management services to individuals, high net-worth individuals, families, retirement accounts, ERISA plans, and more. The firm's investment philosophy emphasizes asset allocation, diversification, and risk management. SWP may recommend external managers and private investment vehicles to clients. The firm operates under a fiduciary duty, acting in the best interests of clients. Clients typically have a minimum portfolio size requirement, and fees are charged based on a percentage of assets under management, with annual minimum fees for different services. SWP may receive economic benefits from custodians and third-party service providers, creating potential conflicts of interest, which are mitigated through disclosure. The firm does not accept authority to vote client securities and has no financial condition impairments disclosed. Clients are encouraged to review the full Brochure for comprehensive information.