# Strategic Wealth Partners (SWP)

Strategic Wealth Partners (SWP) is a Bank / Wealth / Trust based in Deerfield, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Deerfield, United States
- **Region:** North America
- **Address:** Deerfield, IL, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** strategicwealth.com
- **LinkedIn:** https://www.linkedin.com/company/strategic-wealth-partners-llc

## Regulatory record

- **Reports private funds:** No

## About

We help successful professionals age 50+ educe taxes, invest wisely, and retire with confidence - on their terms and with a clear financial plan.

## Questions

### Who runs investment decisions at Strategic Wealth Partners?

Investment decisions at SWP are made by its advisory team, which constructs portfolios for individual clients rather than managing a centralized pooled fund. The firm's public filings do not name a single public-facing CIO or lead portfolio manager.

### How does SWP source its investment opportunities?

SWP relies primarily on third-party asset managers and publicly traded securities rather than direct private-market origination. For alternative investments, the firm accesses strategies through established fund managers rather than sourcing proprietary deals.

### What is SWP's known client profile?

The firm serves high-net-worth individuals, families, and business owners, with a geographic concentration in the Chicago metropolitan area, based on its Deerfield location and public communications.

## Related profiles

- [Strategic Wealth Partners](https://altss.com/profile/strategic-wealth-partners)
- [Strategic Wealth Planning](https://altss.com/profile/strategic-wealth-planning)

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

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