Private Client Group

The Private Client Group at Strategic Wealth Partners provides enhanced services to a select group of clients with a net worth in excess of $5 million. As the complexity of your situation increases, so does the need for a more sophisticated solution to your wealth management needs. We act as your “Family CFO” to coordinate, integrate, and facilitate a comprehensive wealth management solution.

Entrust your day-to-day finances to a partner that understands your personal, business, and family goals.

Rest assured knowing that your investments are being managed prudently with an emphasis on wealth preservation, risk management

and after-tax returns.

Entrust your day-to-day finances to a partner that understands your personal, business, and family goals.

Ensure that human capital is preserved from one generation to the next in addition to financial capital.

Implement proactive strategies that minimize your tax obligation while building a moat around your net worth

Transfer wealth in the most efficient manner possible to heirs and charities.

Protect your net worth from being negatively impacted by adverse events.

The Strategic Advantage

The Private Client Group at Strategic Wealth Partners provides enhanced services to a select group of clients with a net worth in excess of $5 million. As the complexity of your situation increases, so does the need for a more sophisticated solution to your wealth management needs. We act as your “Family CFO” to coordinate, integrate, and facilitate a comprehensive wealth management solution.

  • Highly Credentialed Team

    You won’t be limited to working with one advisor – you’ll be working with a team of bright and educated individuals. Every single one of our advisors holds an advanced designation in their respective specialty (CFP, CFA, JD, or CPA) so that we are providing accurate and complete recommendations that fit your unique situation.

  • First Class Service

    While most wealth management firms maintain a Client – Lead Advisor relationship of 100 – 200 to 1, we strive to operate at a ratio of 10:1 or better to ensure the delivery of exceptional and impactful service.

  • Coordination

    Think of yourself as the head coach and us as your quarterback. You deal directly with us and we will integrate with the rest of the professional team – attorneys, CPAs, etc. – to ensure we’re all on the same page.

  • Customization

    Your portfolio is tailored and customized to your unique goals with a focus on risk management and after-tax returns.

  • Comprehensive

    While investment solutions are certainly important, the opportunity exists to add value in several areas. We will work with you to optimize your investment strategies, tax efficiency, estate planning, asset protection, charitable giving, and exit planning – all under one roof.

Strategies for a Successful Retirement

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