Strategic Wealth Partners LLC

Strategic Wealth Partners LLC provides fiduciary investment advisory and financial planning services primarily to high‑net‑worth individuals and to pension and profit‑sharing retirement plans; it does not generally serve non‑high‑net‑worth individual clients. Its offerings include portfolio management (either directly or through selection of third‑party managers and turnkey asset management platforms), retirement plan asset management, and delivered written financial plans.

The firm’s approach centers on recommending and monitoring third‑party sub‑advisers and TAMPs (for example, AdvisorShare Wealth Management and Synergy Asset Management) while retaining the ability to manage accounts directly when appropriate. Portfolios are tailored to each client’s objectives and risk tolerance and may include traditional equities and fixed income as well as, for eligible clients, alternative investments such as private funds and real estate partnership interests.

Noteworthy for a firm of its size, SWP is owned by Strategic Retirement Solutions LLC, an entity that operates as an insurance company, and multiple representatives are licensed insurance agents; the brochure discloses this affiliation and the potential conflicts from commissionable insurance sales and describes disclosure and fiduciary safeguards used to mitigate those conflicts. The adviser is a recently formed SEC‑registered firm overseeing roughly $101.7 million in discretionary assets and emphasizes due diligence and ongoing oversight of selected sub‑advisers as a core element of its service model.