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.