SUBSCRIBE TO TMCnet
TMCnet - World's Largest Communications and Technology Community

TMC NEWS

TMCNET eNEWSLETTER SIGNUP

Strategic Wealth Partners Grows Its Wealth Management Team
[August 13, 2019]

Strategic Wealth Partners Grows Its Wealth Management Team


Strategic Wealth Partners Group, LLC, an independent wealth management firm based in both the Chicago and Milwaukee areas, today announced the addition of Kirk Hackbarth, CFP®, CPA/PFS, Andrew Cohn, AIF® and Joseph Thompson to its wealth management team.

Hackbarth and Thompson join William Perry and Kathleen Dougherty-Klein/a> in the Milwaukee office of Strategic Wealth Partners. Hackbarth serves as a Wealth Advisor and has over 25 years of experience in the financial services industry. He currently resides in Burlington, WI and stays active in his community by volunteering for Habitat for Humanity and coaching youth sports. Thompson joins the Milwaukee team as a Wealth Associate and has been in the industry since 2014. The addition of Hackbarth and Thompson is part of the firm's strategic plan to further increase its capacity as a premier provider of wealth management services throughout Wisconsin.



Cohn joins the firm's Deerfield office and serves as a Retirement Plan Advisor. He specializes in helping retirement plan sponsors navigate the often complex nature of administering their plans. He lives in Chicago's northern suburbs and has three children.

"We are thrilled to have Kirk and Joe join our Wisconsin team. We are deeply committed to expanding our presence throughout the state and this is a continuation of that commitment," said Strategic Wealth Partners' co-founder David Copeland. Copeland continued, "Andrew's vast experience working with retirement plan sponsors helps solidify our dedication to expanding our 401(k) services."


Strategic Wealth Partners is a part of Focus Financial Partners, a leading partnership of independently managed wealth management firms. Focus provides strategic support to help its partner firms achieve objectives, including support of growth initiatives and development of strong succession plans.

ABOUT STRATEGIC WEALTH PARTNERS

Strategic Wealth Partners (SWP) is an investment advisory and financial planning firm with $2.3 billion in Assets Under Advisement as of 12/31/2018. SWP provides wealth strategies and independent, objective advice to ultra-high-net-worth and high-net-worth individuals and institutions. Founded in 2008 by Principals David Copeland and Neal Price, the firm offers an integrated wealth management platform by creating a comprehensive strategy including investments, insurance, estate planning, and tax counseling. Learn more at www.stratwealth.com.

DISCLOSURE STATEMENT

This article is intended for informational purposes only. The information published in this article is subject to change on a regular basis without notice. Information contained in this news release should not be relied upon as investment advice specific to the reader's investment objectives. Read Full Disclosure Statement.


[ Back To TMCnet.com's Homepage ]









Technology Marketing Corporation

35 Nutmeg Drive Suite 340, Trumbull, Connecticut 06611 USA
Ph: 800-243-6002, 203-852-6800
Fx: 203-866-3326

General comments: tmc@tmcnet.com.
Comments about this site: webmaster@tmcnet.com.

STAY CURRENT YOUR WAY

© 2019 Technology Marketing Corporation. All rights reserved | Privacy Policy