Wealth Management

Without a plan, it’s difficult to make progress toward your goals. Your financial goals are no different. Crafting a financial plan and selecting proper investments to meet your goals on your own can be overwhelming. Let one of our wealth advisors develop your customized financial roadmap and recommend products tailored to your needs, financial situation, and risk tolerance.

Your SWBC wealth advisor can assist you in all aspects of your financial life, guiding your attorney, accountant, and other players on your financial team, ensuring all parties work together. Once your personalized financial plan is in place, your wealth advisor will meet with you regularly to update your plan and goals, review your progress, rebalance or adjust your investment portfolio, and advise on next steps so you don’t lose momentum.

Trust SWBC Wealth Management forComprehensive Financial Guidance

Client-Focused Plans

SWBC wealth advisors take a step-by-step approach to assess your current situation, explore investment options, and prepare and execute customized plans

Holistic Guidance

Your wealth advisor will lead and direct your financial team and coordinate the financial services you need

Comprehensive Investment Products

We offer a wide range of investment products, so you can start following your financial plan right away

Income and Asset Protection

As part of your comprehensive financial plan, your SWBC wealth advisor will assist with making sure your assets and income are protected

As your family and finances change, so should your financial plans and investments.

Gain Peace of Mind with aStrategic Wealth Management Plan

Our experienced wealth advisors can provide you with customized investment strategies to accommodate your financial needs throughout your life. This includes:

Financial Planning


Retirement Planning


College Funding


Legacy and Estate Planning


Wealth Accumulation


Long-Term Care


Trust SWBC wealth advisors to lead your team of financial professionals and provide you with comprehensive and evolving financial plans, a full line of investment products, and income and asset protection throughout your lifetime.

Related Services


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