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We work with a diverse set of clients that includes individuals, families, and small business owners. We also assist specific groups in different industries unique to our area.

Healthcare Industry

Healthcare Industry

While there is increased earning potential in the medical field, it often comes with special risks and requirements. Often, medical professionals lack the time and ability to manage and monitor their finances. We work with physical therapists, nurses, and physicians to manage, prepare, and protect their wealth.

Self-Employed and Small Business Owners

Self-Employed and Small Business Owners

When you work for yourself and have employees working for you, specific financial needs arise. We work with you to manage your business and personal finances, including tax-liability management, focusing on high-income/high-taxed earners. Having a plan to retire or exit your business is an important component of retirement planning for self-employed and small business owners. Often your retirement plan includes funding your post-work income from the sale of a business. We help you plan for this occasion by preparing you well ahead of time.

Pre-Retirees & Retirees

Pre-Retirees & Retirees

Preparing you for retirement is something that should happen no matter when you begin planning. Together we design a strategy to build and secure your retirement savings and transition that savings into a reliable income stream for your retirement years. We also work hard to protect a portion of your wealth from both tax erosion and sequence of return risk.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@swwealthadvisors.com | 415-781-8887