You know when people are focused on your well-being. It comes through in their words, their actions, and their decisions.
At Swinson Doherty & Associates, we strive to create a different kind of client experience—one that combines knowledge and technical excellence with a genuine passion for helping people.
Speak with our team leaders, Joshua Swinson and Christopher Doherty, and we believe you’ll discern something different. Here are a few of the ways we look to distinguish the level of care and coordination we can provide:
- We actively look for ways to optimize your wealth. We are restless in our desire to enhance your situation, pursuing a tax-sensitive approach to multiple facets of your wealth, from investments and wealth transfer to banking and charitable giving. We believe that active tax mitigation is one of the backbones of the net economic benefit that we can provide.
- We take the time to ask important questions. You are unique. Your commitments—to your work, family, and community—are yours alone. That’s why we take the time to really get to know you. We ask significant questions, and we listen to the answers, refining our perspective on where you are and where you’d like to be. Together, we put a detailed wealth-management plan in place—one that reflects your risk tolerance and looks to remedy possible gaps in your planning.
- We believe in continuous improvement. We are a harmonious, close-knit team that is inspired by our work. We manifest that enthusiasm through our actions. We speak with clients regularly, demonstrating how much we value them—not only as clients, but as people. We look to bring clients a different caliber of advice and guidance, so we stay apprised of innovations in our field, eager to offer clients the ideas and strategies that can enhance their long-term success.
- We offer a mature perspective. Over the course of our careers, we have witnessed multiple market cycles and economic environments. As a result, we serve as calm and reliable sounding boards for a range of financial questions. During periods of market uncertainty, we offer a seasoned viewpoint, helping clients maintain a disciplined approach designed to weather short-term volatility.
We welcome the chance to learn more about your situation. Please reach out to us so that we can learn more about your needs and interests:
Joshua Swinson:
[joshua.swinson@ml.com](mailto:joshua.swinson@ml.com)
Christopher Doherty:
[cdoherty3@ml.com](mailto:cdoherty3@ml.com)
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.
CFP®, CRPC™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
