Help us define the future of wealth management.

Why SWP?

Our company culture puts relationships and client service at the forefront.

We foster an environment that attracts individuals who are interested in continuing to develop their technical expertise and have a deep conviction about client service and relationships.

Join us

If this sounds like the right fit for you, we would love to connect.

At SWP, we seek innovative solutions that meet client needs, drive firm growth, and create opportunities for team members across our organization. Ultimately, we want to be a firm that clients, partners, and team members are proud to work with, and every team member plays a role in making that vision a reality.

Our Values

We believe that excellence starts with our commitment to our clients.







Clear Communication

Giving Back

Social responsibility is central to our work.

As a firm, we are continually considering what “corporate responsibility” means, and we support local organizations that are making a difference.

We encourage our team members to contribute their time and effort to causes they are passionate about. In addition to a matching gift program, we provide employees time each year to volunteer in the community.


Enjoy all of these benefits and more with a career at SWP:

401k Program

Health, Dental, Life, & Disability Insurance

Flexible Work from Home Policy

Paid Time Off

Summer Hours

Education Reimbursement Program

Matching Gift Program

Volunteer Day

Our network is united by our shared values

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