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. Learn more eMoney Wealth Management System Our Wealth Management System serves as the hub of our clients’ financial information. Learn more Financial Planning As a SWM investment management client, you benefit from financial planning services at no additional cost. Learn more 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. Learn more Retirement Plan Resource Group As experts in company-sponsored retirement plans, we can help you with every aspect of your company-sponsored retirement plan. Learn more Have A Question? Name Email Phone Question Thank you! Oops!