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.
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.
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.
Transfer wealth in the most efficient manner possible to heirs and charities.
Protect your net worth from being negatively impacted by adverse events.