Firm Expands Wealth Management Reach
DEERFIELD, Ill.–(BUSINESS WIRE)–Strategic
Wealth Partners Group, LLC, an independent wealth management firm
based in both the Chicago and Milwaukee areas, today announced the
addition of John
Mariscalco, CFA®, to its team of Associate Wealth Advisors.
Mariscalco joins the Strategic Wealth Partners team in its mission to
provide wealth strategies, independent and objective advice and
personalized services to wealthy individuals, families, business owners,
family foundations and institutions. He is also growing the firm’s
capabilities in the area of alternative investment strategies.
“John’s passion for educating clients on markets, asset allocation, and
risk management makes him an excellent fit for our firm,” said Neal
Price, Principal and co-founder of Strategic Wealth Partners. “We are
excited to have John come aboard and look forward to seeing him deliver
a superior experience to our clients.”
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.
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.