Wealth Management

SWA offers a fully integrated Wealth Management Strategy that includes:

  • Financial Security (Retirement) Projections
  • Social Security Benefit Strategies
  • Cash Flow Planning
  • Investment Analysis, Recommendations and Portfolio Management (SWA’s Investment Management Service)
  • Multi-Year Tax Minimization Strategies
  • Insurance / Risk Management Review and Recommendations
  • Estate and Charitable Planning
  • Education Planning
  • Mortgage / Debt Review and Strategies
  • Making the Most of Your Business

Wealth Management is often confused with the management of one’s portfolio.  Many advisors claim to offer Wealth Management services but are merely offering investment management.  If you are not receiving personal attention and customized solutions for all of your financial needs, you are NOT receiving the Wealth Management Strategy you deserve (and are likely paying for).

Contact us today to:

  • SAVE TIME & MONEY:  SWA’s Peak Wealth Management Process can help you save time and money, as well as help you achieve financial success.
  • SAVE TAXES:  We can likely save you thousands of tax dollars, both now and in the future (tax asset class investing as well as other strategies).
  • REDUCE STRESS:  We will discuss how we can help you help yourself.
  • GET IDEAS:  Begin receiving our quarterly, idea-generating newsletter now.

North Metro: 763.355.5873
227 East River Parkway
Champlin, MN 55316-5873

South Metro: 612.987.9112
5871 Crossandra Street SE
Prior Lake, MN 55372-3337

West Metro: 763.639.3425
322 Greenhill Lane
Long Lake, MN 55356

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