Founded in 2008, Strategic Wealth Partners is a client-centric registered investment adviser (RIA) dedicated to simplifying, protecting, and growing the wealth of its clients. The firm offers a wide range of services, including personalized financial planning, investment management, retirement planning, and family office services. SWP operates on a fiduciary basis, meaning they are legally and ethically obligated to act in their clients' best interests. The firm is part of the Focus Financial Partners network, which provides access to extensive resources while allowing SWP to maintain its operational independence.

Founded in

United States