Establishing a financial plan is a cinch when we’re on your side. Allow us to create and manage a portfolio that fits with your resources, interests, and goals.
Our goal is to achieve your goal. Let us get to know you and we’ll design a portfolio that both makes sense, and aligns with your values. Our strategy and discipline ensures that we don’t leave things to chance.
Invest in making a difference while still seeking favorable returns. What’s not to love?
Something you should know: we do things differently here. As your life and plans evolve, so does our investment strategy. We monitor and update your financial plan constantly. It’s what we do all day, every day, and we couldn’t be happier about it.
We like you. Which is why we’d like to stay involved in your life. That way, our investment strategy fits with the you of today, not the you of our first meeting. Keep us in the loop. We always like to hear from you.
We want you to be informed and empowered about your financial health. Like the whole apple a day idea, we believe that regular check-ins and ongoing meetings 2-4 times per year are the key to keeping in tip-top financial shape.
Todd’s goal is to create a client-centered experience every day.
Linde’s passionate about helping clients achieve their dreams.
Taylor takes the time to build lasting relationships with clients.
Mara’s a people person—she cares deeply about getting to know SWM’s clients.