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
The Power of Consolidating Your Investment Accounts

The modern financial landscape is complex and constantly evolving.  However, managing complexity and delivering simplicity can come from consolidating these elements under the stewardship of a knowledgeable professional. A professional...

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