Strategic Wealth Partners Group, an independent wealth management firm based in both the Chicago and Milwaukee areas, has added Ben Smith to its team of wealth advisors.
Smith joins William Perry and Kathleen Dougherty-Klein in the Milwaukee office of Strategic Wealth Partners.
The team’s objective is to provide clients with successful wealth strategies, independent, objective advice and personalised service. The addition of Smith is part of the firm’s strategy to further increase its capacity as a provider of wealth management services throughout Wisconsin.
“Ben’s forethought and approach towards helping clients plan and achieve their financial goals makes him an excellent fit for this team,” says Strategic Wealth Partners’ co-founder Neal Price. “We are excited to have Ben come aboard and look forward to seeing him deliver great customer experiences for our clients.”
Previously, Smith has served in roles at Russell Investments and Ameriprise Financial Services, Inc.
Strategic Wealth Partners celebrates its 10th anniversary this year. In 2014, the firm joined Focus Financial Partners, LLC, 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.