Our clients already have or are accumulating wealth and are often business professionals or owners. They are typically very busy with their work and family lives and do not have the time or resources at hand to give full attention to their financial matters. They are often faced with complex planning challenges that require thoughtful, sophisticated and time consuming strategies.
SWA Clientele Include:
- C.H. Robinson Worldwide Employees
- Medical Professionals—Physicians, Dentists, Radiologists, Nurses, etc.
- Business Executives
- Business Owners
We have become experts in serving the specialized needs of those mentioned above. We focus on solving the unique financial challenges clients in these areas face, such as high taxes, retirement and pension plans, concentrated stock, stock options, company benefits, etc.
In many cases, clients are referred to SWA by existing clients or a professional associate we have worked with previously. These valued referrals occur because of the level of trust and confidence our clients (and other professionals) place in us and the results we have achieved working together.