Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
SW Wealth Management Group's mission is to take care of you in a distinct and extraordinary manner. Our purpose is to provide a few special families and organizations with elite personal service and objective information which allows them to achieve their loftiest goals.
We'll help you define and achieve objectives, cut through red tape, and include you in the decision making process. This makes you an important member of the team creating the strategies that will decide your financial future.
Through discussion, the SW Group will get to know you so that we are better able to understand your dreams and desires for the future and provide objective information and advice.
The services we provide include but are not limited to:
Wealth accumulation, preservation and transfer
Retirement planning and implementation
Capital management & trust services
Education planning
Risk management
Banking, credit & lending through Bank of America, N.A.
Estate planning services
Our relationships with clients are based on mutual affection, need, trust and communication. Our business which is built upon our relationships with clients represents a sacred bond to all of the members of the SW Group.
In the increasingly complicated universe of wealth management, we will be your North Star.
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.
