Institutional Services

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Defined Contribution Plans/401(k)

Defined Contribution plans have become the heart of retirement savings for most individuals. SWA understands the fiduciary responsibilities associated with these plans, and is here to support and guide you with your plan investments and administration. We will help you manage the complexities of your retirement plan needs, and guide your participants path to a prosperous future. We are your retirement plan business partner who supports and advocates on your behalf in managing your service provider relationships.

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Defined Benefit Plans

Defined Benefit plans are unique and have a special purpose, whether you are working with a Pension Plan or a Cash Balance Plan.  SWA understands the specialized investment strategies that apply to each type of defined benefit plan and offer unique alternatives in achieving your goals.   Our investment team will take the time to understand your plan needs, goals and expectations, which allows them to develop the strategies needed to accomplish and exceed these needs.  We are your retirement plan business partner who supports and advocates on your behalf in managing your service provider relationships.

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Multifamily Office Services

SWA is a one stop shop to assist in making your life easier and your investment assets more productive. Sophisticated planning requires expertise from all planning categories:  Investments, Tax and Legal.  As an independent firm, we have the freedom to build a team around our client’s needs.  This means that we can build a cohesive financial plan that incorporates investments, tax, estate planning and insurance to meet your goals and aspirations.

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