Strategic Wealth Partners, LLC

Overview

Strategic Wealth Partners, LLC is an independent registered investment adviser that serves individual and family clients with fee-based financial planning and portfolio management. The firm charges a mix of percentage-of-assets, hourly, and fixed fees and also operates as an insurance broker, which suggests coordination of insurance solutions alongside investment advice. Advisory services explicitly cover financial planning and portfolio management for individuals, small businesses, and institutional clients. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator to in-house alternative funds. Investment posture is equity-oriented: the firm shows a clear preference for exchange-traded equities and ETFs as primary portfolio building blocks, while also using mutual funds and third-party real estate managers to supplement portfolios. Given the small scale of assets, Strategic Wealth Partners emphasizes discretionary management for its client base and likely focuses on straightforward equity exposure with select alternative allocations through external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices