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Who We Serve

Who We Serve

SWM offers a plethora of options for families and businesses to achieve financial success.

INDIVIDUALS & FAMILIES

Whether your goal is to build a better budget, plan for retirement, save for education, build an investment portfolio,or to protect your assets—our Wealth Builder & Wealth Planner services makes it easier for you to make decisions & enjoy what matters to you most!


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BUSINESS OWNERS

Retain top talent, integrate employee benefits, avoid wearing “too many hats” and prepare for a success transition with our consulting services for business owners. Take advantage of our technology & resources to help you get the most value.


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INSTITUTIONS & TRUSTS

High net worth families, foundations & charitable organizations face unique challenges when it comes to protecting their assets—especially when it comes to efficient wealth transfer or preservation. Work with a partner that can navigate the regulations to help you build & protect your wealth.


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