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Office

Our Services

Comprehensive Planning

Financial advice needs to be comprehensive – covering all the key areas below – to maximize its usefulness. Without the implementation and accountability role an advisor serves, even the best plan may come up short.

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Optimize Equity Compensation and Tax Outcomes

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Investment Management

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Insurance, Estate Planning, Budgeting and Beyond

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New Client Process

1

Get To Know You Call
 

Book your initial 60-minute call to see if we’re a good mutual fit.

We'll gather key data and decide when to meet again to review your free 'Are You On Track' Snapshot.

 

This call is zero commitment and zero cost to you.

2

Are You On Track Snapshot & Decision

If you’re a good fit, we’ll do one more 60-minute meeting.

We'll meet to review your 'Are You On Track' Snapshot. This will give you a feel for how we work with you. 

 

This is also zero commitment and zero cost to you. 

3

Choose Plan & Onboard
 

If you decide to work with SWP, you would pick the service option that best fits your needs and onboard as a new client. 

Packages & Pricing

We know needs differ, so we offer two options designed around our comprehensive planning philosophy:

Option #1: Comprehensive Financial Planning

Designed For: 

  • Clients seeking an all-encompassing financial advisory arrangement 

  • Best for those with a more complex financial profile    

  • $6,000 per year (advice only)

  • Optional investment management: 0.35% fee for assets managed

    • (e.g., $500k managed x 0.35%             = $1,750 extra yearly fee)

Option #2: Financial Wellness

Designed For: 

  • Clients earlier in their careers and with standard planning needs

  • Best for those with a less complex financial profile   

  • $4,000 per year (advice only)

  • Optional investment management: 0.35% fee for assets managed

    • (e.g., $500k managed x 0.35%             = $1,750 extra yearly fee)

Plan Details

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Have questions about how we can help?

Schedule time to meet

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