Private Wealth Management

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Financial Planning

Questions like, “What is important to me and my family?” and “What am I hoping to achieve by working so hard?” can help determine the building blocks necessary to reach your financial goals. Our approach is designed specifically around your unique situation. Together, we can put a plan in place to achieve your short and long-term goals.

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Investment Management

In our fast-paced world, it can often be a challenge to balance running your business, spending time with your family, AND managing your investment portfolio. Toss in the ever-changing investment landscape and things get even trickier. We take pride in building and actively managing a balanced, diversified, and custom portfolio for each specific client. Let’s discuss the benefits of adding private equity, private credit, and private real estate to your portfolio today.

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Exit Planning

As a business owner, you have a complex financial life. Each day you have to balance the demand to grow your business with making sound financial decisions for your company and your family. The idea of selling your business can seem daunting. How will your plan, and life change after you sell your business? At SWA we have helped a number of selling owners create a plan to optimize personal cash flow, reduce tax liabilities and coordinate estate plans for generational wealth. Let us help you think through liquidity and guide you through the most important transaction of your life.

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Philanthropy & Legacy Planning

The ability to leave a lasting impact on your community for future generations is an honor. Whether you decide to give cash outright, utilize a donor advised fund, or create a private foundation, we will help you craft a strategic, long-term plan that reflects your goals of supporting the causes you’re passionate about. The result? Leaving a legacy that endures.

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Tax & Legal Support

At SWA, tax efficiency is a key tenet and year-round aspect of our overall investment philosophy. Our team of CPAs prides itself on working directly with your personal accountant in a combined effort. Together, we’ll review your recent tax returns and identify potential savings –  giving you proactive ideas to save money in the future.

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Estate Planning

Did you know that there are only 3 places your money can go after you die? Having a proper estate plan and life insurance coverage ensures that your assets are distributed in a manner of your choosing, and that your loved ones will not experience financial hardship following your death. A carefully outlined plan also aids in avoiding an expensive and public probate process. It’s important to discuss what is best for you and your family to make sure that the parameters for your family’s continued success are in place BEFORE something happens to you. When you are gone, your money can only go to your heirs, to the government, or to charities of your choice. Let’s make sure your money ends up in the right hands.

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Retirement Planning

Planning for retirement is so much more than determining your time horizon, estimating your expenses, calculating your after-tax returns, and trying to figure out your risk tolerance. We know from experience that most of your net-worth is tied into your business. Perhaps more important, we also know that your reputation, life’s work, and identity stem from that business as well. What are you retiring to? Let’s find a passion or cause you can get behind. Retirement is about planning to live, and we look forward to helping you put a plan in place to do just that.

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