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Every family we work with is unique. However, over the years, I have found one common denominator: all have built wealth through sacrifice, hard work, and a strong set of financial values that includes monitoring spending and prioritizing saving.

These values, coupled with a thoughtful investment strategy, have allowed many families to accumulate more wealth than they could ever spend in their lifetimes. As a result, a significant portion of this family wealth will be passed down to the next generation at some point in time, and many family leaders feel anxious about this wealth transfer: How will this wealth transfer impact family dynamics? Are the kids ready to assume the financial responsibility? Will they manage financial opportunities appropriately? Will the values that built this wealth live on?

In honor of Financial Literacy month in April, SWP Wealth Advisors shared money lessons they have learned throughout their lives.  In this piece, you will find a compilation of these lessons.

Over the years, we have had the privilege to serve a wide range of professional service providers such as doctors, lawyers, and accountants. Through our work with these professionals, we’ve identified things that make their lives especially unique from a wealth management perspective.

Many of our clients are business owners, and while they each bring their own unique set of circumstances to the table, we often find they have something in common –…

A retirement plan “sponsor” is the individual or entity that manages a retirement plan on behalf of employees. This position comes with a significant amount of responsibility, and it’s natural…

Who can forget the USA Olympic men’s basketball “Dream Team”?  With a roster that included Michael Jordan, Larry Bird, and Magic Johnson, the team of NBA legends blew away the…

In early 2021, I published the article below to help others get their year off to a good financial start.  Since the information below still applies, I’ve decided to reshare…

Dealing with a divorce is hard, and the process can be emotionally draining. However, having a strong support system in place can make things significantly easier to navigate. In my…

Over the years, we have had the privilege to serve a wide range of corporate executives: CEOs, CFOs, COOs, CMOs, Founders, Directors, and VPs, to name a few. These clients…