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Strategic Wealth Partners
David J. Copeland and Neal H. Price started Strategic Wealth Partners in 2008 in Deerfield, Illinois. The firm serves affluent families and business owners...
Strategic Wealth Partners
David J. Copeland and Neal H. Price started Strategic Wealth Partners in 2008 in Deerfield, Illinois. The firm serves affluent families and business owners through an independent advisory model. Portfolios combine fund of funds, hedge funds, private equity and real estate holdings. The firm executes across North America with exposure to both liquid and illiquid strategies. Client mandates integrate tax planning and estate structures into each allocation decision. The firm reports 3,500 million USD in assets under management. It maintains memberships in the Chicago Estate Planning Council and the Jewish United Fund of Metropolitan Chicago. David J. Copeland serves on the CAIS Advisory Board. Strategic Wealth Partners functions as a partner firm within the Focus Financial network. This affiliation supplies operational scale while preserving local decision authority over client portfolios.
General information
Firm type
Multi Family Office
Year founded
2008
Location
Region
North America
Country
United States
City
Waterford
Corporate office
Deerfield, IL, United States
Principals
David J. Copeland
Co-founder and Principal
Neal H. Price
Co-founder and Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Strategic Wealth Partners?
David J. Copeland and Neal H. Price serve as co-founders and principals. They oversee portfolio construction and client mandates.
Is Strategic Wealth Partners structured as a single family office or multi-family office?
It operates as a multi-family office serving multiple client families through customized mandates.
Does Strategic Wealth Partners participate in fund commitments or only direct deals?
The firm deploys across fund of funds, hedge funds, private equity and real estate vehicles.
Where does Strategic Wealth Partners maintain its headquarters?
The firm is headquartered in Deerfield, Illinois.
How is Strategic Wealth Partners affiliated with Focus Financial Partners?
Strategic Wealth Partners operates as a partner firm within the Focus Financial network.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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