Market Overview

Strategic Wealth Partners Names Two New Principals

Share:

Promotions Come as Illinois & Wisconsin Wealth Management Firm
Celebrates 10 Years of Service

Strategic
Wealth Partners Group, LLC
, an
independent wealth management firm based in both the Chicago and
Milwaukee areas, today announced that Ashley Bebeau and Andrew Denenberg
have been promoted to Principals of the firm.

This press release features multimedia. View the full release here:
https://www.businesswire.com/news/home/20180731005357/en/

Strategic Wealth Partners Group, LLC, an independent wealth management firm based in both the Chicag ...

Strategic Wealth Partners Group, LLC, an independent wealth management firm based in both the Chicago and Milwaukee areas, today announced that Ashley Bebeau (pictured) and Andrew Denenberg have been promoted to Principals of the firm. (Photo: Business Wire)

Ashley
Bebeau
, CFP®, Wealth Advisor and Senior Financial Planner joined
Strategic Wealth Partners in 2008, when the firm was founded. She works
with high net worth individuals and multigenerational families,
empowering them with the insight and resources they need to protect and
enjoy their hard-earned wealth. Prior to joining the firm, Ashley worked
at Credit Suisse Family Wealth Management.

Andrew
Denenberg
, CFP®, Wealth Advisor and Retirement Plan Advisor has also
been with the firm for ten years. He brings a highly customized approach
to providing clients with continual oversight of their financial
picture with a highly customized approach. In addition to serving
individuals, families and private foundations, Andrew advises
retirement plan sponsors on sorting through the complexities of
administering their plans.

"We are fortunate to now call Ashley and Andrew Principals of the
organization," said David Copeland, Principal and co-founder of
Strategic Wealth Partners. "They are major contributors who take a
long-term approach to handling a variety of client and company
situations in the best possible way. Their focus is on what's best for
the client, doing the right thing to build strong relationships with our
clients as well as with our clients' professional advisors."

Strategic Wealth Partners celebrates its 10th anniversary
this year. In 2014, the firm joined 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 is an investment advisory and financial
planning firm providing wealth strategies and independent, objective
advice to high net worth individuals and institutions. Founded by
Principals David
Copeland
and Neal
Price
, the firm provides 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
.

View Comments and Join the Discussion!