Strategic Wealth Partners
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840 S Waukegan Suite 205, Lake Forest
The new year is near—and so is our next chapter.
In early 2026, Strategic Wealth Partners will proudly operate under our new name and branding - Focus Partners Wealth! This rebranding represents more than a name change — it marks a formal unification of Strategic Wealth Partners and Kovitz with our sister firm, Focus Partners Wealth, combining our strengths to better serve you and your financial goals.
Here’s what you can expect:
✅ Your advisory team will not change as a result of this combination
✅ New name, same commitment to your goals
✅ Automatic redirect to our new website
✅ Updated email addresses (but your current contacts still work)
✅ More content—newsletters, commentary, podcasts
✅ Enhanced resources and additional service offerings
Starting in 2026, we’ll begin posting solely from Focus Partners Wealth. Be sure to follow us for firm news, market commentary, and helpful content.
Thank you for your continued trust—we’re looking forward to what’s ahead!
11/12/2025
When SWP Principal Mike Karmin’s 10-year-old daughter asked yet again for an Apple Watch, he jokingly offered her Apple stock instead, a suggestion that, unsurprisingly, didn’t go over well. But that lighthearted exchange made Mike reflect on a bigger idea: while technology products lose value over time, ownership in the companies that create them can build lasting wealth.
In this piece, Michael Karmin, CFP®, CFA® explores what it really means to own stock, why it matters for long-term investors, and how broad stock ownership has become one of the most powerful tools for building financial security and participating in the growth of corporate America.
Link to article: https://stratwealth.com/youre-not-getting-an-apple-watch-but-can-i-interest-you-in-some-stock/
We’re pleased to share a significant milestone in our firm’s journey. As you may remember, we joined Kovitz in 2024 with the understanding that further changes would follow to reflect our evolution. That moment has arrived.
Starting early 2026, we’ll proudly operate as Focus Partners Wealth — a formal unification with our sister firm that brings together deeper expertise, broader capabilities, and greater bench strength with the goal to better serve you.
This unification reflects our commitment to delivering a more powerful, client-centric experience — which we believe allows us to continue preserving the boutique feel and personalized attention you’ve come to expect.
Thank you for your continued trust — we’re excited for what’s ahead. Be sure to follow Focus Partners Wealth so you don’t miss future updates.
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520 Lake Cook Road, Suite 520
Deerfield, IL
60015
