Our Services

Investment Management

Our approach to investing recognizes the unique needs of each client. Before making recommendations, we take the time to thoroughly understand your long-term goals and tolerance for risk.

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eMoney Wealth Management System

Our Wealth Management System serves as the hub of our clients’ financial information.

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Financial Planning

As a SWM investment management client, you benefit from financial planning services at no additional cost.

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Family Action Plan

The SWM Family Action Plan enables you to consolidate all of your financial (and other) information in one organized place, so when you pass on, your loved ones will not be left with the burden of sorting out what you left behind.

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Retirement Plan Resource Group

As experts in company-sponsored retirement plans, we can help you with every aspect of your company-sponsored retirement plan.

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