Independent wealth management

Managing complexity, delivering simplicity.

  • 3.7

    Billion dollars
    in AUM/AUA*

  • 40+

    Dedicated team members

  • 1

    Unifying objective

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.

Current Events
What Just Happened?

You likely heard about Silicon Valley Bank (“SVB”) this past weekend, and by now, you’ve probably also heard that the government took actions to quell fears that SVB’s failure might lead to a broader “contagion” effect. It seems as though the bank will, in fact, “fail” in the sense that its debt and equity will suffer or be wiped out…but customers will not lose their deposits, even temporarily.
What follows is a brief recap of what happened, and what it means for investors who don’t bank with SVB, but who are concerned about the downstream effects of its failure on their portfolios.

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Data Security
How to Protect Your Checking Account From Identity Theft

Protecting yourself from identity theft is like playing a game of whack-a-mole. As soon as you take steps to safeguard yourself from one issue, up pops another. And you aren’t alone in this struggle; this is an unfortunate reality of the modern world that we all must manage.
It seems that the latest threat involves checking accounts. In the last few months, an alarming number of friends, clients, and relatives have reported that their checking accounts have been hacked and funds have disappeared. For one friend, it happened twice within two weeks.

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