Family CFO

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.

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.

Coronavirus & Your Money

Join us for a LIVE VIRTUAL WORKSHOP from the comfort of your own home (online), where we’ll help you to sift through the noise and fear to arrive at actionable takeaways. We will cover topics such as:
  • Investment strategies that will no longer work post-coronavirus
  • What opportunities are available to take advantage of today
  • How to generate retirement income during a market downturn
  • How to position your portfolio to take advantage of the rebound
  • And much more!
Register for the Workshop