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STRATWEALTH.COM

- Strategic Wealth Partners, LLC

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CONTACTS AT STRATWEALTH.COM

Strategic Wealth Partners LLC

Moira Fahey-Ullrich

520 La●●●●●●k Road

Sui●●●270

Dee●●●eld , Illinois, 60015

United States

1.22●●●●1600
mu●●●●●●@stratwealth.com

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Strategic Wealth Partners LLC

Moira Fahey-Ullrich

520 La●●●●●●k Road

Sui●●●270

Dee●●●eld , Illinois, 60015

United States

1.22●●●●1600
mu●●●●●●@stratwealth.com

View this contact

Strategic Wealth Partners LLC

Moira Fahey-Ullrich

520 La●●●●●●k Road

Sui●●●270

Dee●●●eld , Illinois, 60015

United States

1.22●●●●1600
mu●●●●●●@stratwealth.com

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About | Strategic Wealth Partners | Financial Planning & Investment Advisory Services for High-Net-Worth Individuals, Families, Business Owners, Retirement Plan Sponsors & Institutions

http://www.stratwealth.com/about-us

Individuals & Families. Insightful Planning. Objective Advice. Strategic Wealth Partners is an independent wealth management firm founded in 2008. Our firm consists of a team. Of professionals that offer personalized financial planning and investment advisory services. Our objective is simple: to provide you with successful wealth strategies, independent, objective advice and personalized service that you deserve. At our core is our. Strive to eliminate conflicts of interest. We encourage our team. Membe...

2

Reporting | Strategic Wealth Partners | Financial Planning & Investment Advisory Services for High-Net-Worth Individuals, Families, Business Owners, Retirement Plan Sponsors & Institutions

http://www.stratwealth.com/wealth-management/reporting

Individuals & Families. Accurate, Timely and Meaningful. Strategic Wealth Partners has teamed up with Black Diamond. At the beginning of your relationship with us, our dedicated Black Diamond specialist here at SWP will get you set up and make sure you are comfortable using the platform. On an ongoing basis, we serve as your point of contact for any issues or specific requests, including custom reporting or views. Identity Theft: How to Reduce Your Risks. Is an Illiquid Investment Right for You?

3

Disclosure Statement | Strategic Wealth Partners | Financial Planning & Investment Advisory Services for High-Net-Worth Individuals, Families, Business Owners, Retirement Plan Sponsors & Institutions

http://www.stratwealth.com/disclosure-statement

Individuals & Families. For additional information about Strategic Wealth Partners, including fees and services, send for our disclosure statement as set forth on Form ADV. Please read the disclosure statement carefully before you invest or send money. Our Objective is Simple:. To provide you with successful wealth strategies, independent, objective advice, and personalized service that you deserve. 520 Lake Cook Rd, Suite 270. Deerfield, IL 60015. Toll Free (866) 502-2797.

4

Financial Advisor Magazine’s Registered Investment Advisor (RIA) Survey & Ranking – July 2015 | Strategic Wealth Partners | Financial Planning & Investment Advisory Services for High-Net-Worth Individuals, Families, Business Owners, Re

http://www.stratwealth.com/financial-advisor-magazine-recognizes-strategic-wealth-partners-2

Strategic Wealth Partners Financial Planning and Investment Advisory Services for High-Net-Worth Individuals, Families, Business Owners, Retirement Plan Sponsors and Institutions. Financial Advisor Magazine’s Registered Investment Advisor (RIA) Survey & Ranking – July 2015. Individuals & Families. Financial Advisor Magazine’s Registered Investment Advisor (RIA) Survey & Ranking – July 2015. Financial Advisor Magazine Recognizes Strategic Wealth Partners. July 23, 2015. Strategic Wealth Partners works wit...

5

Investment Advisory | Strategic Wealth Partners | Financial Planning & Investment Advisory Services for High-Net-Worth Individuals, Families, Business Owners, Retirement Plan Sponsors & Institutions

http://www.stratwealth.com/wealth-management/investments

Individuals & Families. How We Invest For You. We sit on the same side of the table as you in that we put your interests ahead of our own. We do not accept any incentive to recommend a certain investment manager or product. As a result, our decision to hire or fire a manager is based solely on what’s best for you. Manage Risk and Volatility, Not Just Returns. Often Overlooked Due Diligence. We believe the research we conduct on investment managers is uncommon from other advisors. Our SWP Investment C...

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X25B2; Check out the New Client Login. Insightful planning. Objective advice. While some firms try to maximize returns, Strategic Wealth Partners focuses on helping clients achieve realistic short-term and long-term wealth management goals with the least exposure to risk. At Strategic Wealth Partners our objective is simple: Provide clients successful wealth strategies; independent, objective advice and best-in-class service. JP Morgan: Market Insights. BlackRock: Weekly Investment Commentary. Financial ...

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