Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets. We enjoy reading about topics related to economics, investments, current events,...
Independent wealth management
Managing complexity, delivering simplicity.
-
4.48
Billion dollars
in AUM/AUA* -
40+
Dedicated team members
-
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
Upcoming Tax Law Changes: Highlighting Secure 2.0 & the Sunset of TCJA 2017Over the last several years, some significant tax law changes have occurred starting with the passage of the Tax Cuts and Jobs Act (TCJA). Going into effect in 2018, the TCJA marked the single largest overhaul of the tax code since the 1980s.
Investments
Why Tax Efficiency MattersWhen evaluating an investment portfolio, most people tend to focus on the return it provides. This is certainly understandable, as it is fairly intuitive. “I put in $100; it’s now worth $110. Therefore, my return is 10%.” However, this leaves out a key part of the overall story – taxes.
Broadly speaking, from the standpoint of most investment and tax professionals, investments can generally be classified as either “tax-efficient” or “tax-inefficient.” I’ll loosely define these terms as follows: