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Date
IP Address
2015-02-25
205.186.163.120
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2025-01-26
141.193.213.11
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Port 80
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data-aos-offset0> p>40+/p> p>Dedicated team members/p> /li> li data-aoszoom-in-up data-aos-offset0> p>1/p> p>Unifying objective/p> /li> /ul> /div>!-- /.list-number-text --> /div>!-- /.hero__foot-content --> /div>!-- /.shell --> /div>!-- /.hero__foot --> /div>!-- /.hero -->section classsection-services> div classshell> header classsection__head data-aosfade-up> h5> Our Objective /h5> h3> To provide you with successful wealth strategies, independent advice, and the personalized service you deserve: /h3> /header>!-- /.section__head --> div classsection__content> div classservices> div classservices__items> div classservices__item data-aoszoom-in-up> div classservice js-service> div classservice__icon-info data-aosfade-up> i classfas fa-info>/i> /div>!-- /.service__icon-info --> div classservice__content> div classservice__icon data-aosfade-up> span classfas fa-umbrella-beach>/span> /div>!-- /.service__icon --> div classservice__head data-aosfade-up> a hrefhttps://stratwealth.com/who-we-serve/retirees/> Retirees /a> /div>!-- /.service__head --> div classservice__entry> p>There aren’t many situations we haven’t seen before, and we use this lived experience to help you navigate especially unique financial puzzles./p> /div>!-- /.service__entry --> /div>!-- /.service__content --> div classservice__actions data-aosfade-up> a hrefhttps://stratwealth.com/who-we-serve/retirees/ target_self classbtn-white> Learn More /a> /div>!-- /.service__actions --> /div>!-- /.service --> /div>!-- /.services__item --> div classservices__item data-aoszoom-in-up> div classservice js-service> div classservice__icon-info data-aosfade-up> i classfas fa-info>/i> /div>!-- /.service__icon-info --> div classservice__content> div classservice__icon data-aosfade-up> span classfas fa-book>/span> /div>!-- /.service__icon --> div classservice__head data-aosfade-up> a hrefhttps://stratwealth.com/who-we-serve/professionals/> Professionals /a> /div>!-- /.service__head --> div classservice__entry> p>Your biggest asset is your human capital. We can help you maximize the value of this capital for you and your family./p> /div>!-- /.service__entry --> /div>!-- /.service__content --> div classservice__actions data-aosfade-up> a hrefhttps://stratwealth.com/who-we-serve/professionals/ target_self classbtn-white> Learn more /a> /div>!-- /.service__actions --> /div>!-- /.service --> /div>!-- /.services__item --> div classservices__item data-aoszoom-in-up> div classservice js-service> div classservice__icon-info data-aosfade-up> i classfas fa-info>/i> /div>!-- /.service__icon-info --> div classservice__content> div classservice__icon data-aosfade-up> span classfas fa-users>/span> /div>!-- /.service__icon --> div classservice__head data-aosfade-up> a hrefhttps://stratwealth.com/who-we-serve/multi-generational-families/> Multi-Generational Families /a> /div>!-- /.service__head --> div classservice__entry> p>Significant wealth comes with opportunities and challenges. We can help you manage both./p> /div>!-- /.service__entry --> /div>!-- /.service__content --> div classservice__actions data-aosfade-up> a hrefhttps://stratwealth.com/who-we-serve/multi-generational-families/ target_self classbtn-white> Learn More /a> /div>!-- /.service__actions --> /div>!-- /.service --> /div>!-- /.services__item --> div classservices__item data-aoszoom-in-up> div classservice js-service> div classservice__icon-info data-aosfade-up> i classfas fa-info>/i> /div>!-- /.service__icon-info --> div classservice__content> div classservice__icon data-aosfade-up> span classfas fa-hotel>/span> /div>!-- /.service__icon --> div classservice__head data-aosfade-up> a hrefhttps://stratwealth.com/who-we-serve/business-owners/> Business Owners /a> /div>!-- /.service__head --> div classservice__entry> p>We can help you manage your financial life, so you can focus on your work, your family, and your passions./p> /div>!-- /.service__entry --> /div>!-- /.service__content --> div classservice__actions data-aosfade-up> a hrefhttps://stratwealth.com/who-we-serve/business-owners/ target_self classbtn-white> Learn More /a> /div>!-- /.service__actions --> /div>!-- /.service --> /div>!-- /.services__item --> div classservices__item data-aoszoom-in-up> div classservice js-service> div classservice__icon-info data-aosfade-up> i classfas fa-info>/i> /div>!-- /.service__icon-info --> div classservice__content> div classservice__icon data-aosfade-up> span classfas fa-street-view>/span> /div>!-- /.service__icon --> div classservice__head data-aosfade-up> a hrefhttps://stratwealth.com/who-we-serve/surviving-spouses-divorcees/> Surviving Spouses & Divorcees /a> /div>!-- /.service__head --> div classservice__entry> p>Following the passing of a spouse or the end of a marriage, we can help you find solid footing and the path forward./p> /div>!-- /.service__entry --> /div>!-- /.service__content --> div classservice__actions data-aosfade-up> a hrefhttps://stratwealth.com/who-we-serve/surviving-spouses-divorcees/ target_self classbtn-white> Learn More /a> /div>!-- /.service__actions --> /div>!-- /.service --> /div>!-- /.services__item --> div classservices__item data-aoszoom-in-up> div classservice js-service> div classservice__icon-info data-aosfade-up> i classfas fa-info>/i> /div>!-- /.service__icon-info --> div classservice__content> div classservice__icon data-aosfade-up> span classfas fa-rainbow>/span> /div>!-- /.service__icon --> div classservice__head data-aosfade-up> a hrefhttps://stratwealth.com/who-we-serve/lgbtq/> LGBTQ+ /a> /div>!-- /.service__head --> div classservice__entry> p>We understand and share your lived experience, allowing us to provide truly customized financial guidance./p> /div>!-- /.service__entry --> /div>!-- /.service__content --> div classservice__actions data-aosfade-up> a hrefhttps://stratwealth.com/who-we-serve/lgbtq/ target_self classbtn-white> Learn More /a> /div>!-- /.service__actions --> /div>!-- /.service --> /div>!-- /.services__item --> div classservices__item data-aoszoom-in-up> div classservice js-service> div classservice__icon-info data-aosfade-up> i classfas fa-info>/i> /div>!-- /.service__icon-info --> div classservice__content> div classservice__icon data-aosfade-up> span classfas fa-briefcase>/span> /div>!-- /.service__icon --> div classservice__head data-aosfade-up> a hrefhttps://stratwealth.com/who-we-serve/corporate-executives/> Corporate Executives /a> /div>!-- /.service__head --> div classservice__entry> p>Your compensation and wealth strategy are complex. We can manage the moving pieces and simplify your life./p> /div>!-- /.service__entry --> /div>!-- /.service__content --> div classservice__actions data-aosfade-up> a hrefhttps://stratwealth.com/who-we-serve/corporate-executives/ target_self classbtn-white> Learn More /a> /div>!-- /.service__actions --> /div>!-- /.service --> /div>!-- /.services__item --> div classservices__item data-aoszoom-in-up> div classservice js-service> div classservice__icon-info data-aosfade-up> i classfas fa-info>/i> /div>!-- /.service__icon-info --> div classservice__content> div classservice__icon data-aosfade-up> span classfas fa-globe>/span> /div>!-- /.service__icon --> div classservice__head data-aosfade-up> a hrefhttps://stratwealth.com/who-we-serve/retirement-plan-sponsors/> Retirement Plan Sponsors /a> /div>!-- /.service__head --> div classservice__entry> p>We specialize in plan design, helping you feel more confident about the benefits we provide./p> /div>!-- /.service__entry --> /div>!-- /.service__content --> div classservice__actions data-aosfade-up> a hrefhttps://stratwealth.com/who-we-serve/retirement-plan-sponsors/ target_self classbtn-white> Learn More /a> /div>!-- /.service__actions --> /div>!-- /.service --> /div>!-- /.services__item --> /div>!-- /.services --> /div>!-- /.section__content -->/div>!-- /.shell -->/section>!-- /.section-services -->section classsection-background-image stylebackground-image: url(https://stratwealth.com/wp-content/uploads/2022/01/resting-space.jpg);> div classshell> div classsection__content> div classsection__entry data-aoszoom-in-up> h5> A trusted advisor for life /h5> h3> What will the rest of your life look like? Without a doubt, many things will change. Your team at SWP will be a consistent guide, managing the financial milestones that are part of a life well-lived. /h3> /div>!-- /.section__entry --> div classsection__actions data-aoszoom-in-up> a href/about/team/ target_self classbtn-white btn--big> Meet your team /a> /div>!-- /.section__actions --> /div>!-- /.section__content --> /div>!-- /.shell --> /section>!-- /.section-background-image -->section classsection-callout data-aosfade-up> div classshell> div classcallout> div classcallout__inner> div classcallout__head data-aosfade-up> h3> Let an advisor know how we can best meet your needs. /h3> /div>!-- /.callout__head --> div classcallout__actions data-aoszoom-in-up> a href/contact/ target_self classbtn-dark btn--big> Contact Us /a> /div>!-- /.callout__actions --> /div>!-- /.callout__inner --> /div>!-- /.callout --> /div>!-- /.shell -->/section>!-- /.section-callout -->section classsection-articles> div classshell> header classsection__head data-aosfade-up> h5> Our Insights /h5> h3> We share insights covering the emotional, technical, and practical aspects of wealth management throughout the year. /h3> /header>!-- /.section__head --> div classsection__content> div classarticles> div classarticles__items> div classarticles__item data-aoszoom-in-up> article classarticle> div classarticle__image data-aoszoom-out> img width1200 height628 srchttps://stratwealth.com/wp-content/uploads/2025/01/iStock-1506541549.jpg classattachment-post-thumbnail size-post-thumbnail wp-post-image alt decodingasync fetchpriorityhigh srcsethttps://stratwealth.com/wp-content/uploads/2025/01/iStock-1506541549.jpg 1200w, https://stratwealth.com/wp-content/uploads/2025/01/iStock-1506541549-300x157.jpg 300w, https://stratwealth.com/wp-content/uploads/2025/01/iStock-1506541549-1024x536.jpg 1024w, https://stratwealth.com/wp-content/uploads/2025/01/iStock-1506541549-768x402.jpg 768w sizes(max-width: 1200px) 100vw, 1200px /> /div>!-- /.article__image --> div classarticle__container> div classarticle__content> div classarticle__head data-aosfade-up> h6> Investments /h6> a hrefhttps://stratwealth.com/why-ignoring-stock-market-predictions-is-a-smart-investment-strategy/> Why Ignoring Stock Market Predictions Is A Smart Investment Strategy /a> /div>!-- /.article__head --> div classarticle__entry> p>Every year, experts, analysts, and pundits flood the financial media with bold market predictions. Some forecasters claim markets will soar; others warn of impending doom. These predictions often grab headlines,.../p> /div>!-- /.article__entry --> /div>!-- /.article__content --> div classarticle__actions data-aosfade-up> a hrefhttps://stratwealth.com/why-ignoring-stock-market-predictions-is-a-smart-investment-strategy/ classbtn-white btn--alt> Read More /a> /div>!-- /.article__actions --> /div>!-- /.article__container --> /article>!-- /.article --> /div>!-- /.articles__item --> div classarticles__item data-aoszoom-in-up> article classarticle> div classarticle__image data-aoszoom-out> img width1200 height628 srchttps://stratwealth.com/wp-content/uploads/2024/12/2025-New-Year.jpg classattachment-post-thumbnail size-post-thumbnail wp-post-image alt decodingasync srcsethttps://stratwealth.com/wp-content/uploads/2024/12/2025-New-Year.jpg 1200w, https://stratwealth.com/wp-content/uploads/2024/12/2025-New-Year-300x157.jpg 300w, https://stratwealth.com/wp-content/uploads/2024/12/2025-New-Year-1024x536.jpg 1024w, https://stratwealth.com/wp-content/uploads/2024/12/2025-New-Year-768x402.jpg 768w sizes(max-width: 1200px) 100vw, 1200px /> /div>!-- /.article__image --> div classarticle__container> div classarticle__content> div classarticle__head data-aosfade-up> h6> News /h6> a hrefhttps://stratwealth.com/celebrating-2024/> Celebrating 2024 /a> /div>!-- /.article__head --> div classarticle__entry> p>The whole team at Strategic Wealth Partners wants you to know how appreciative we are of our partnership with you. We greatly value the opportunity to serve as your trusted partner. /p>p>We look forward to continuing our relationship in 2025 and wish you and your family a very happy new year!/p>p>We hope you enjoy our video Celebrating 2024 as we highlight this past year./p> /div>!-- /.article__entry --> /div>!-- /.article__content --> div classarticle__actions data-aosfade-up> a hrefhttps://stratwealth.com/celebrating-2024/ classbtn-white btn--alt> Read More /a> /div>!-- /.article__actions --> /div>!-- /.article__container --> /article>!-- /.article --> /div>!-- /.articles__item --> div classarticles__item data-aoszoom-in-up> article classarticle> div classarticle__image data-aoszoom-out> img width448 height351 srchttps://stratwealth.com/wp-content/uploads/2021/12/protecting_data.jpeg classattachment-post-thumbnail size-post-thumbnail wp-post-image alt decodingasync srcsethttps://stratwealth.com/wp-content/uploads/2021/12/protecting_data.jpeg 448w, https://stratwealth.com/wp-content/uploads/2021/12/protecting_data-300x235.jpeg 300w sizes(max-width: 448px) 100vw, 448px /> /div>!-- /.article__image --> div classarticle__container> div classarticle__content> div classarticle__head data-aosfade-up> h6> Data Security /h6> a hrefhttps://stratwealth.com/protecting-your-personal-information-during-the-holidays/> Protecting Your Personal Information During the Holidays /a> /div>!-- /.article__head --> div classarticle__entry> p>This article was originally published in 2021; however, the information is still relevant. Thanks to the internet, holiday shopping is more convenient than ever—not just for consumers, but for cybercriminals.../p> /div>!-- /.article__entry --> /div>!-- /.article__content --> div classarticle__actions data-aosfade-up> a hrefhttps://stratwealth.com/protecting-your-personal-information-during-the-holidays/ classbtn-white btn--alt> Read More /a> /div>!-- /.article__actions --> /div>!-- /.article__container --> /article>!-- /.article --> /div>!-- /.articles__item --> /div>!-- /.articles__items --> /div>!-- /.articles --> /div>!-- /.section__content --> div classsection__actions data-aosfade-up> a href/blog target_self classbtn-gradient btn--big> View more /a> /div>!-- /.section__actions --> /div>!-- /.shell --> /section>!-- /.section-articles --> /div>!-- /.main --> footer classfooter> div classshell> div classfooter__inner> aside classfooter__aside> a hrefhttps://stratwealth.com classlogo footer__logo> img srchttps://stratwealth.com/wp-content/uploads/2023/05/logo.svg width217 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p>Milwaukee Office/p> a hreftel:4143591000> (414) 359-1000 /a> 11270 W. 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div idpopmake-2471 classpum-container popmake theme-1906 size-custom pum-position-fixed> div classpum-content popmake-content tabindex0> p styletext-align: center;>strong>Strategic Wealth Partners/strong> is now part of Kovitz. a hrefhttps://stratwealth.com/strategic-wealth-partners-to-join-kovitz/>Click here to learn more/a>./p> /div> button typebutton classpum-close popmake-close aria-labelClose> i classfas fa-window-close>/i> /button> /div>/div>div idpum-1915 roledialog aria-modalfalse aria-labelledby"pum_popup_title_1915" classpum pum-overlay pum-theme-1906 pum-theme-default-theme popmake-overlay pum-overlay-disabled click_open 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