Fort Thomas, KY Office

Strategic Wealth Partners LLC provides fiduciary investment advisory services principally to high‑net‑worth individuals and to pension and profit‑sharing retirement plans, offering portfolio management, financial planning, and retirement‑plan asset management. The firm delivers these services through a mix of directly managed accounts and the selection and oversight of third‑party money managers and turnkey asset management platforms.

SWP’s investment process emphasizes manager selection and ongoing due diligence, aligning client risk tolerances with internally managed strategies or model portfolios and with sub‑adviser models such as Advisor Share Wealth Management and Synergy Asset Management. For eligible clients the firm may include alternative investments (private funds, real estate partnerships, private equity) and acts as an ERISA/IRC fiduciary when advising retirement accounts.

Notably, SWP is owned by Strategic Retirement Solutions LLC, an affiliated entity that operates as an insurance company, and several firm representatives are licensed insurance agents; the brochure discloses this relationship and the potential conflicts of interest when recommending commission‑based insurance products. The firm also concentrates its individual client base on high‑net‑worth households rather than non‑HNW retail clients and operates with a small advisory team managing over $100 million in client assets while offering standalone planning and retirement‑plan services.