Investment Management in Ada & Grand Rapids, MI
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.
Custody of your Assets
As an independent investment advisor, we believe it is equally important for our clients to utilize an independent custodian.
Client Communication
SWM isn't here to waste anyone's time. We advise clients with the exact financial solutions they need and those solutions only—nothing more, nothing less.
