Family Office
Strategic Wealth Partners (SWP)
Deerfield, IL, United States
Type
Family Office
Check size
n/a
Verticals
Generalist
Investment thesis
Strategic Wealth Partners (SWP) is a wealth management firm that provides comprehensive financial planning and investment advisory services to individuals, families, and institutions. Founded in 2008 and headquartered in Deerfield, Illinois, the company focuses on delivering personalized strategies for wealth accumulation, preservation, and transfer. SWP is known for its client-centric approach, offering services such as retirement planning, estate planning, tax optimization, and portfolio management. The firm operates as an independent registered investment advisor and has experienced growth through expanding its team and service offerings in recent years.
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