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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