World News: 15:00 GMT Tuesday 14th January 2020. [Strategic Wealth Partners Group, LLC via Businesswire via SPi World News]
, an independent wealth management firm based in both the Chicago and Milwaukee areas, today announced that , CIMA®, has been promoted to a Principal of the firm.
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Tom Buhrmann, CIMA® has been promoted to a Principal of Strategic Wealth Partners Group, LLC, an independent wealth management firm based in the Chicago and Milwaukee areas. (Photo: Business Wire)
Buhrmann joined Strategic Wealth Partners in 2012 after earning his MBA with concentrations in Investment Management and Finance from DePaul University’s Kellstadt Graduate School of Business. He takes pride in helping his clients create and implement long-term financial plans tailored to their unique needs. Buhrmann stays active in the community by serving on the Board of Directors of the Sommer Foundation.
“We are proud to welcome Tom as a Principal of the organization,” said David Copeland, Principal and co-founder of Strategic Wealth Partners. “Throughout his time at the firm, he has exemplified our fiduciary standard by always focusing on what’s best for our clients and providing superior service.”
Strategic Wealth Partners is a part of, 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 $2.6 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 and , the firm provides an integrated wealth management platform by creating a comprehensive strategy including investments, insurance, estate planning and tax counseling. Learn more at .
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..
Business Wire: 15:00 GMT Tuesday 14th January 2020
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