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Strategic Wealth Partners, LLC Overview
Type
Multi Family Office
Year Founded
2008
General Information
Strategic Wealth Partners, LLC is a multi-family office headquartered in Deerfield, United States. Founded in 2008 by David J. Copeland and Neal H. Price, the firm provides comprehensive investment and wealth management solutions for affluent families, executives, and entrepreneurs. Strategic Wealth Partners structures customized portfolios, integrates tax and estate considerations, and applies an independent, fee-only advisory model aligned with client interests.
Contact Information
Institution Type:
Multi Family Office
Leadership & Principals
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