Investment Management

Investment Process

SWM recognizes that every client's financial needs are unique, so we approach each investment situation as such. Before making recommendations, we take the time to thoroughly understand your long-term goals and tolerance for risk.

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Custody of your Assets

As an independent investment advisor, we believe it is equally important for our clients to utilize an independent custodian.

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Client Communication

SWM isn't here to waste anyone's time. We advise clients with the exact financial solutions the need and those solutions only—nothing more, nothing less.

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