Financial Planning
What I Learned from Three Funerals and a Wedding This SummerThis summer has been a challenging time for our family. I lost my mom, and my husband lost both parents, all within a 7-week timeframe. We are fortunate that they...
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
10 Important Considerations to Prepare Your Business for a Successful SaleSelling a business isn’t something that should be done on a whim or even within a few months. In fact, most experts recommend starting your exit planning three to five years before...
Financial Planning
How Much is Enough? Building Confidence in RetirementHow much do I need to retire?
I’ve been asked this question more times than I can count by people across all levels of wealth and experience. From business owners contemplating an exit strategy to corporate professionals grinding through another year to 20-somethings just entering the workforce. It’s a simple enough question that everyone asks at some point in their career.