Why SWM?

Why SWM?

You work hard, and you want your money to work for you just as hard as you worked to make it. You need to focus on work, and the last thing you need is a financial planner with divided loyalties, trying to sell you products from the provider he/she works for. As a fee-only planning firm, SWM is on your side, working for you alone, making sure your money is doing the same.

Our Mission:

To be on our client’s side; to be their advocate, their fiduciary, to represent their interests and dreams—not a salesperson for products and providers—so that they can pursue those interests and dreams without worry.

Our Vision:

To be Grand Rapids’ most trusted provider of honest financial management to hardworking (and shrewd) professionals and entrepreneurs.