Strategic Wealth Partners Group, an independent wealth management firm based in both the Chicago and Milwaukee areas, has promoted Ashley Bebeau and Andrew Denenberg to principals of the firm.
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 customised approach to providing clients with continual oversight of their financial picture with a highly customised 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 organisation,” says 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.”