Independent wealth management

Managing complexity, delivering simplicity.

  • 3.9

    Billion dollars
    in AUM/AUA*

  • 40+

    Dedicated team members

  • 1

    Unifying objective

Celebrating 15 Years

Thank you to our clients, partners, family, and friends who have helped us reach this milestone! We wouldn’t be here without you!

Our Objective

To provide those we serve with successful wealth strategies, independent advice, and the personalized service they 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.

Keeping Up With the Changes

A new school year just started for my daughters, Myles and Sawyer. And with this came A LOT of emotions in the Karmin household. There were tears of sadness for...

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Focusing On What Matters The Most

I will admit that I am a little bit of a news junkie. In the age of the internet, we are constantly bombarded with stories about anything and everything vying for our limited time and attention, from the “Most Exciting Football Play of the Week” to the “Best Places to Retire.” Even more so, money controls many of our basic human emotions, such as personal security, fear, and greed. With the constant deluge of information coming at us from all directions, how are we supposed to stay up to date with what’s going on in the world AND maintain our long-term investment strategy?

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