Client Communication

Schwallier Wealth Management works with you so we can work for you. Our team will create a customized communication plan to suit your needs and preferences to stay updated on your financial standing.

Annual Review

We meet with you annually to review your portfolio, discuss any life changes, and review your progress towards your financial goals. We pride ourselves on offering holistic planning services, covering all dimensions of your financial well-being.

Interested in meeting in-person more frequently? We're here for you. Contact us to schedule a meeting to discuss situations that arise.

Performance Reports

To enable you to easily track your investments, we provide quarterly performance reports that summarize your net performance versus appropriate market indices.

Monthly Statements

Your custodian will send monthly statements directly to your home or business.