5768 Putnam Drive
More than just managing investments, our focus is to help educate you to anticipate, recognize, and adjust to your ever changing financial landscape. We work to identify and correct any inefficiencies found in existing financial strategies and guide you through the changing stages of life, creating a road map to help you work towards your financial goals.
We work with our clients in their overall Comprehensive Wealth Management plan, which includes:
Whether in the beginning or preservation stage of wealth accumulation, SWC can step in to assist you from that moment forward. We provide diversified solutions at any point in time and are here to guide you through a process by creating a roadmap in helping you pursue your goals.
It's given that we all experience at least some of these issues during our lives. The 13 Wealth Management Issues provide us with a roadmap in evaluating your financial needs and addressing these potential issues / challenges while creating an integrated wealth plan.
SWC will assist you through the financial stages during your lifetime, no matter what stage you are currently in. We provide diversified solutions regardless if you are just beginning or in the preservation stage. We are here to guide you through a wealth management process to ensure you are achieving your goals to lead significance in life.
Estate planning is the process of anticipating and arranging for the disposal of an estate during your life. Estate planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses. Guardians are often designated for minor children and beneficiaries in incapacity.
We seek to gain a complete understanding of your financial picture by gathering and analyzing your current situation, outlook for the future, feelings towards investing and family dynamics. We take your complex financial world and make it simple, easy to navigate and understand, and provide you with clear direction to make informed decisions for you and your family.
Planning for unexpected events is one of the most often overlooked yet most important aspects of financial planning. We conduct thorough insurance policy evaluation and reviews of any existing policies, to determine if they still meet your current needs. We will educate you on the concept of layering them to help ensure that your financial future and your loved ones are protected.
We offer a personal financial website; a way to view all your investments, income, insurance, and debt in one place. It helps simplify your life by consolidating and integrating every aspect of your financial picture on a daily basis, providing you with a meaningful, up-to-date analysis.
A Certified Wealth Strategist® is committed to helping you create and execute a comprehensive wealth strategy. An approach that integrates a broad set of wealth management issues that are essential to grow, protect, and distribute your wealth.