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
Re-thinking Multi-Generational Wealth Management

I have many clients, both family and friends, who have entrusted me with protecting and prioritizing their family’s wealth. Truthfully, I think of all my clients as family and encourage them to think the same of me. It’s important to have that level of trust and communication to take the same care of their families as I do of my own.

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Financial Planning
Enhancing Employee Retention with Nonqualified Plans

One key to business stability and growth is retaining top talent in an organization. The shock of key employees leaving can reverberate through a company impairing morale while potentially missing key profit target achievement. One way that a company can incent key members to stay for the long haul is to reward them for successful goal achievement and their dedicated service over time with a non-qualified deferred compensation plan (NQDC).

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