Investor Consulting | Advanced Planning | Portfolio Review | Asset Protection & Risk Management
If now is the time to plan for your financial goals or if you want a second opinion on your current plan, we welcome the opportunity to provide you with an initial consultation.
It is our experience that investors have a natural tendency to invest based on emotion. The SWAT professionals take the emotion out of it and offers investment solutions based on your long term objectives. The only thing we get emotional about is helping you reach your investment goals.
We all have dreams of what the future should look like. The main goal of the financial professionals at SWA is to assist our clients in planning for those dreams. We offer advanced planning solutions in estate tax planning, retirement distribution planning, business and non-qualified executive benefit planning, sophisticated life insurance planning, and charitable planning.
Our process is simple… you are our focus. We listen to your goals and dreams and work with you to devise a plan to meet those goals. The solutions we provide fit your wealth management goals for now and into the future.
At SWA we realize that different investments and investment strategies offer varying levels of risk. Based on this risk we want you to be comfortable with your investment portfolio. We offer a complimentary portfolio review to help ensure that you are being rewarded for the risks you are taking and identify any inefficiencies. Our objective is to help ensure your portfolio is working for you and your goals.
In the world today asset protection is as important as asset growth and risk is an inherent part of life and needs to be appropriately managed. At SWA we analyze the needs of every client. We help individuals retain more of their assets and transfer risk through various planning techniques and insurance products.
Do you have a question or need more information about our services? Complete the form below, and we'll be in touch with you.