Strongpoint Partners Announces Partnership with SMS Retirement

Strongpoint Partners is partnering with SMS Retirement, based in Cincinnati, Ohio.

“Mark [Strakowski, principal of SMS] and Jeremy [Schira, principal of SMS] have built a strong footprint by supporting clients across the country with customized plan design, administration, and compliance services, and the entire SMS team will be a fantastic fit with our group of Partners,” said Danny Hest, CEO of Strongpoint Partners. “Together, we will continue helping employers and advisors navigate the complexities of retirement planning with confidence.”

“Our priority has always been providing personal, responsive service and accurate, impactful plan designs to our clients,” said Strakowski, who will continue to lead SMS along with Schira. “Joining Strongpoint will allow us to continue that commitment while also giving our clients access to enhanced solutions and national expertise. We’re thrilled about this next chapter for SMS.”

Schira agrees. “This partnership unlocks new ways for SMS to scale and expand on what we do best: helping our clients secure their retirement futures.”

As part of the transaction, the SMS team will continue in their roles.

Next Article: Wealth Managers Merge with Osaic

Previous Article
Mistake of firing prudence

The Mistake of Firing Prudence

Next Article
2026 IRS retirement plan contribution limits

2026 IRS Retirement Plan Contribution Limits All But Official

Total
0
Share