For many investors, the topic of concentrated stock positions can feel especially personal, particularly for those who proudly say things like, “I bought Nvidia at $40, and I’m never selling.”...
Independent wealth management
Managing complexity, delivering simplicity.
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4.48
Billion dollars
in AUM/AUA* -
40+
Dedicated team members
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1
Unifying objective
Our Objective
To provide you with successful wealth strategies, independent advice, and the personalized service you deserve:
There aren’t many situations we haven’t seen before, and we use this lived experience to help you navigate especially unique financial puzzles.
Your biggest asset is your human capital. We can help you maximize the value of this capital for you and your family.
Significant wealth comes with opportunities and challenges. We can help you manage both.
We can help you manage your financial life, so you can focus on your work, your family, and your passions.
Following the passing of a spouse or the end of a marriage, we can help you find solid footing and the path forward.
We understand and share your lived experience, allowing us to provide truly customized financial guidance.
Your compensation and wealth strategy are complex. We can manage the moving pieces and simplify your life.
We specialize in plan design, helping you feel more confident about the benefits we provide.
A trusted advisor for life
What will the rest of your life look like? Without a doubt, many things will change. Your team at SWP will be a consistent guide, managing the financial milestones that are part of a life well-lived.
Let an advisor know how we can best meet your needs.
Our Insights
We share insights covering the emotional, technical, and practical aspects of wealth management throughout the year.
Financial Planning
Navigating the Complexities of Estate Planning for Ultra-High-Net-Worth DivorceesThere’s nothing easy about divorce. It can feel as though your entire life changes overnight, and for ultra-high-net-worth (UHNW) individuals, the financial implications can be just as overwhelming as the emotional ones. One of the most overlooked yet critical aspects of this transition is estate planning.
I recently worked with a client, we’ll call her Laura, who had just finalized a divorce after 27 years of marriage. She had always been involved in the family’s finances, but for the first time, she was solely responsible for her own estate. Her first question to me was, “Where do I even begin?”
If we’ve worked together for any length of time, you know I regularly talk and write about investor psychology, especially how tuning out day-to-day market headlines can lead to better long-term results. In a world full of distractions, this mindset is more important than ever.
We live in an era of nonstop financial news. From interest rate speculation and economic forecasts to geopolitical tensions and trade policy shifts, headlines are constantly vying for our attention and our reaction.
Recently, headlines about new tariffs and another downgrade of U.S. government debt have added fresh layers of uncertainty. And naturally, these stories raise questions:
Should I adjust my portfolio? Go to cash? Do something, anything, right now?