Strategic Wealth Partners

Strategic Wealth Partners SWP is an independently managed wealth management firm. Disclosure: https://stratwealth.com/legal/

11/20/2025

The new year is near—and so is our next chapter.

In early 2026, Strategic Wealth Partners will proudly operate under our new name and branding - Focus Partners Wealth! This rebranding represents more than a name change — it marks a formal unification of Strategic Wealth Partners and Kovitz with our sister firm, Focus Partners Wealth, combining our strengths to better serve you and your financial goals.

Here’s what you can expect:

✅ Your advisory team will not change as a result of this combination
✅ New name, same commitment to your goals
✅ Automatic redirect to our new website
✅ Updated email addresses (but your current contacts still work)
✅ More content—newsletters, commentary, podcasts
✅ Enhanced resources and additional service offerings

Starting in 2026, we’ll begin posting solely from Focus Partners Wealth. Be sure to follow us for firm news, market commentary, and helpful content.

Thank you for your continued trust—we’re looking forward to what’s ahead!

When SWP Principal Mike Karmin’s 10-year-old daughter asked yet again for an Apple Watch, he jokingly offered her Apple ...
11/12/2025

When SWP Principal Mike Karmin’s 10-year-old daughter asked yet again for an Apple Watch, he jokingly offered her Apple stock instead, a suggestion that, unsurprisingly, didn’t go over well. But that lighthearted exchange made Mike reflect on a bigger idea: while technology products lose value over time, ownership in the companies that create them can build lasting wealth.

In this piece, Michael Karmin, CFP®, CFA® explores what it really means to own stock, why it matters for long-term investors, and how broad stock ownership has become one of the most powerful tools for building financial security and participating in the growth of corporate America.



Link to article: https://stratwealth.com/youre-not-getting-an-apple-watch-but-can-i-interest-you-in-some-stock/

10/29/2025

We’re pleased to share a significant milestone in our firm’s journey. As you may remember, we joined Kovitz in 2024 with the understanding that further changes would follow to reflect our evolution. That moment has arrived.

Starting early 2026, we’ll proudly operate as Focus Partners Wealth — a formal unification with our sister firm that brings together deeper expertise, broader capabilities, and greater bench strength with the goal to better serve you.

This unification reflects our commitment to delivering a more powerful, client-centric experience — which we believe allows us to continue preserving the boutique feel and personalized attention you’ve come to expect.

Thank you for your continued trust — we’re excited for what’s ahead. Be sure to follow Focus Partners Wealth so you don’t miss future updates.

Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets. We ...
10/22/2025

Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets. We enjoy reading about topics related to economics, investments, current events, and financial planning.

In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us.

Here are recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.



Link to article: https://stratwealth.com/what-we-have-been-reading-market-commentary-beyond-for-october-2025/

The past six years have brought no shortage of challenges—for the markets and for all of us trying to navigate them. We’...
10/01/2025

The past six years have brought no shortage of challenges—for the markets and for all of us trying to navigate them. We’ve experienced three bear markets in rapid succession, each driven by different forces, all amid a constant stream of unsettling headlines.

But investing isn’t about predicting what comes next. It’s about perspective, discipline, and making decisions you won’t regret later. In this article, SWP Wealth Advisor Ben Bremen reflects on the lessons learned through these turbulent years—and the conversations that have helped clients stay grounded through it all.



Link to article: https://stratwealth.com/what-ive-learned-in-the-last-six-years-and-three-bear-markets/

This summer brought both deep sorrow and unexpected joy as SWP Financial Advisor Marcie Nach's family navigated the pass...
09/17/2025

This summer brought both deep sorrow and unexpected joy as SWP Financial Advisor Marcie Nach's family navigated the passing of three beloved parents and celebrated a beautiful wedding, all within seven weeks. Through it all, Marcie was reminded of the power of preparation and the peace it can bring during life’s most difficult transitions.

In this article, Marcie shares practical steps she took in advance, including estate planning and account organization, that made a challenging time a little easier.



Link to article: https://stratwealth.com/what-i-learned-from-three-funerals-and-a-wedding-this-summer/

Selling your business is one of the most important decisions you'll ever make, yet too many owners wait until it’s too l...
08/27/2025

Selling your business is one of the most important decisions you'll ever make, yet too many owners wait until it’s too late to plan properly. The process is complex, and success depends largely on how early and thoughtfully you begin preparing.

In this article, SWP Wealth Advisor Joe Thompson, CEPA®, EA discusses 10 key considerations that can help you maximize value, reduce stress, and achieve the outcome you want. Whether you're looking to sell in a few years or just exploring options, this piece can help you start preparing now.



Link to article: https://stratwealth.com/10-important-considerations-to-prepare-your-business-for-a-successful-sale/

Retirement planning often starts with a simple question: How much is enough? But behind that question lies a complex mix...
08/07/2025

Retirement planning often starts with a simple question: How much is enough? But behind that question lies a complex mix of financial, emotional, and lifestyle considerations that vary for each individual. What does a fulfilling and secure retirement actually look like for you?

In this article, SWP Wealth Advisor Michael Tuber, MBA discusses why “enough” isn’t a number, it’s a feeling, and how true peace of mind in retirement comes from clarity, flexibility, and purpose-driven planning.



Link to article: https://stratwealth.com/how-much-is-enough-building-confidence-in-retirement/

If you're considering lending money to a family member, it's important to understand the tax implications before moving ...
07/23/2025

If you're considering lending money to a family member, it's important to understand the tax implications before moving forward. SWP Financial Planner Eric O'Brien CFP® AEP® explains how to properly structure intrafamily loans, from documentation requirements to income and gift tax considerations, to help avoid unintended IRS consequences.

In this article, Eric discusses how thoughtful planning can protect both your financial interests and family relationships.



Link to article: https://stratwealth.com/understanding-intrafamily-loans-and-their-tax-implications/

Some investors find themselves heavily invested in one stock, whether from early success, years of loyalty, or company s...
07/09/2025

Some investors find themselves heavily invested in one stock, whether from early success, years of loyalty, or company stock grants. While it can feel rewarding, concentrated positions come with real risks, from emotional stress to missed opportunities elsewhere.

In this article, Wealth Advisor Cory Rappaport, CPA discusses the dangers of holding too much of a single stock and outlines practical strategies to help reduce that risk without abandoning strong investments.



Link to article: https://stratwealth.com/why-you-shouldnt-put-all-your-eggs-in-one-basket-or-any-one-stock/

Divorce can be emotionally and financially overwhelming. For ultra-high-net-worth individuals, estate planning is often ...
06/26/2025

Divorce can be emotionally and financially overwhelming. For ultra-high-net-worth individuals, estate planning is often overlooked during this transition, yet it’s one of the most important steps in taking control of your new financial reality.

In this article, SWP Principal, Director of Financial Planning, and Wealth Advisor Ashley Bebeau discusses key estate planning considerations for ultra-high-net-worth divorcees. Through real client stories, she shares practical strategies to help protect your assets, update outdated structures, and align your plan with your future goals.



Link to article: https://stratwealth.com/navigating-the-complexities-of-estate-planning-for-ultra-high-net-worth-divorcees/

In a world of nonstop financial headlines, staying focused can feel nearly impossible. But just like the stillness found...
06/12/2025

In a world of nonstop financial headlines, staying focused can feel nearly impossible. But just like the stillness found at the Masters Golf Tournament, smart investing often means tuning out the noise.

In this article, SWP Wealth Advisor Ben Bremen CPA, CFP® explores why long-term discipline, not constant reaction, is the key to lasting success. He discusses how a quieter approach can lead to stronger financial outcomes.



Link to article: https://stratwealth.com/tuning-out-the-noise-why-smart-investors-stay-the-course/

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