SWM Works For You Fee-only, Fiduciary

SWM History    

Working for you since 2007.

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Dave Ramsey SmartVestor Pro

We are honored to serve as a SmartVestor Pro.

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SWM Independence

Fee-only; no commission. Learn more about how the fee-only difference works for you.

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SWM Team

SWM strives to be Grand Rapids' most trusted provider of honest financial management to hardworking professionals and entrepreneurs. Meet the folks who make this possible.

Meet the SWM Team

What is a Fiduciary?

A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client.

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