3.9
Billion dollars
in AUM/AUA*
40+
Dedicated team members
1
Unifying objective
Thank you to our clients, partners, family, and friends who have helped us reach this milestone! We wouldn’t be here without you!
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.
In the ever-changing landscape of the global economy, investors will be navigating potentially unfamiliar waters during the last couple of months in 2023. Uncertainty seems to be the only constant, with markets fluctuating as geopolitical tensions are rising.
Despite all the question marks on what will happen in the short-term, there are some things that can be done to help keep investors at ease.
When it comes to executive compensation, company stock can be incredibly appealing. For top-level executives, it often makes up a significant portion of their compensation packages, offering financial rewards and...
At the 2023 CAIS Alternative Investment Summit, SWP Co-Founder and Principal David Copeland sat down with RIA Channel’s Founder and CEO Julie Cooling to discuss how he uses alternative investments in client portfolios. You can listen to the interview by clicking below.