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.

  • Personal CFO

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

  • Investment Management

    Rest assured knowing that your investments are being managed prudently with an emphasis on wealth preservation, risk management and after-tax returns.

  • Business Succession

    Feel confident that our experts know exactly what to do to ensure you extract the maximum value of your business and seamlessly transition into the next stage of your life.

  • Family Governance

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

  • Tax and Legal Planning

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

  • Legacy Planning

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

  • Risk Management

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

The Strategic Advantage

  • 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.

If you are interested in discussing our Family Office Group in more detail, contact us today. Let us help bring you peace of mind for every financial aspect in your life.