Who We Serve

As an independent wealth management firm, we work closely with individual investors by providing financial planning, comprehensive wealth management planning, and retirement plan solutions with the goal of helping them pursue and preserve financial wealth success. Our autonomy allows us to offer an objective approach in servicing and addressing our client’s financial needs.

With a team of knowledgeable professionals, we offer integrated financial planning, designed exclusively for Physicians and Dentists. Our specialists understand doctors’ unique earning, spending and savings patterns across a wide range of specialties and age groups. We design customized financial plans to address the individual needs and objectives of each doctor focusing on retirement planning, risk management, portfolio design, and asset protection.

The complexities of owning a business requires professional help to develop plans designed to accumulate, preserve and enjoy the wealth that years of hard work have earned. We bring together a balanced financial platform of business structure optimization, risk management, portfolio design and asset protection. SWC assists business owners by identifying inefficiencies in their existing financial strategies and correct these shortcomings.