535 Cascade West Parkway SE, Grand Rapids, MI 49546

info@swmadvisor.com

Home
Why SWM?
Our Services
Team Approach
Resource Center
Events
Contact Us
Request an Appointment

SWM Questionaire

SWM Questionaire

Contact

Office: 616-855-2051

Fax: 616-855-2242

535 Cascade West Parkway SE

Grand Rapids, MI 49546

info@swmadvisor.com

Quick Links

Latest Articles
All Videos
All Calculators

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Advisory services offered through Fee-Only Fiduciary Advisors LLC DBA Schwallier Wealth Management, an SEC-Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Schwallier Wealth Management and its representatives are properly licensed or exempt from licensure. Registration as an investment advisor does not imply a certain level of skill or training. Past performance is no guarantee of future returns.

Firm Brochure ADV Part 2A

Form CRS (Client Relationship Summary)