# Strategic Wealth Partners

Strategic Wealth Partners is a Multi Family Office based in Waterford, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Waterford, United States
- **Region:** North America
- **Address:** Deerfield, IL, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** stratwealth.com
- **LinkedIn:** https://www.linkedin.com/company/strategic-wealth-partners-llc

## About

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.

## Sectors

- Private Equity
- Real Estate
- Hedge Funds

## People

- David J. Copeland — Co-founder and Principal
- Neal H. Price — Co-founder and Principal

## 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.

## Related profiles

- [Perron Group](https://altss.com/profile/perron-group)
- [Marshall Investments](https://altss.com/profile/marshall-investments)

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Last updated: 2026-06-03T20:00:00.000Z

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