DEERFIELD, Ill.--(BUSINESS WIRE)--Strategic Wealth Partners, LLC, an independent wealth management firm based in the Chicago area, today announced the addition of Scott Smith to its team of Investment Advisors. Smith joins Strategic Wealth Partners in its focus on serving the needs of high net worth individuals, families and institutions seeking to preserve and grow wealth through insightful planning and objective advice.
Smith joins the Strategic Wealth Partners team including co-founders David Copeland and Neal Price to execute the firm’s strategy of providing independent-minded financial planning and investment advisory services to wealthy individuals, business owners, senior executives and institutions; including 401(k) and other retirement plans.
“Scott has extensive experience in a broad range of disciplines including accounting, auditing, financial reporting, investments, tax and other planning matters,” said Copeland. “His 30 plus years of involvement in the business community is a great match to broaden our reach into the community. Scott’s addition expands Strategic Wealth Partners’ ability to provide best-in-class service through a growing team of exceptional wealth management and financial advisory professionals.”
Smith joins Strategic Wealth Partners from Accretive Solutions, a professional services and executive search firm specializing in accounting, finance, internal audit and corporate tax. Smith’s career includes experience in private equity consulting, tax consulting and variety of professional financial services. Previously he served as a CPA and audit partner at Arthur Andersen.
Strategic Wealth Partners provides financial advice on a fee-for-services basis. The firm prides itself on helping clients set realistic financial goals designed to be reached with modest levels of volatility. Strategies are tailored to fit the unique needs of each client’s short and long-term goals.
Strategic Wealth Partners is ranked in AdvisorOne’s list of 100 Top Wealth Managers of 2012. The firm is recognized in Financial Advisor (FA) Magazine’s 2013 Registered Investment Advisor (RIA) Ranking and is also a 2012 Chicago Five Star Wealth Manager recipient.*
ABOUT STRATEGIC WEALTH PARTNERS
Strategic Wealth Partners, LLC is an investment advisory and financial planning firm providing wealth strategies and independent, objective advice to high net worth individuals and institutions. Founded in 2008 by principals David Copeland and Neal Price, the firm provides a wealth management platform by integrating key elements of a comprehensive strategy including investments, insurance, estate planning and tax counseling. Strategic Wealth Partners works with its clients’ trusted advisors to provide personalized programs. Located in Deerfield, Ill., Strategic Wealth Partners provide clients successful wealth strategies, independent, objective advice and best-in-class service. Learn more at www.stratwealth.com.
Strategic Wealth Partners, LLC (“Strategic Wealth Partners”) is an SEC registered investment adviser. This letter is limited to the dissemination of general information pertaining to Strategic Wealth Partners’ investment advisory services. There is no guarantee that the views and opinions expressed herein will come to pass. To read Strategic Wealth Partners, LLC Disclosure Statement, please click here.
*Strategic Wealth Partners was ranked 77 on AdvisorOne’s list of 100 Top Wealth Managers based on assets under management per client. Financial Advisor magazine’s RIA ranking is based on responses from registered investment advisors who completed an online survey. To be included in the ranking, firms need to be independent RIAs who perform financial planning as part of their business services. Firms are ranked based on the total of their discretionary and nondiscretionary assets reported for the year on their ADV and the percentage growth in assets. To receive the 2012 Five Star Wealth Manager award, researched and managed by Five Star Professional, a wealth manager must meet 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients. 2,970 award candidates in the Chicago area were identified and considered for the award. 780 wealth managers were named 2012 Five Star Wealth Managers, which represents less than 7% of the total wealth managers in the area. Strategic Wealth Partners did not pay a fee to participate in the rankings. RIA rankings are not indicative of future performance or representative of any client experience.
