Broker Check

Taking Care of You

Investment Management

Investment Management

Using The Bucket Approach means multiple goals guide the development of your investment strategy. We put money to work in each bucket and then use specific products and investments to align your investment plan with your financial planning goals. When designing your investment strategy we make sure that we are minimizing after-tax dollars so you can keep more of your hard-earned money working for you.

Income Tax Planning

Income Tax Planning

By building tax-efficient portfolios we can help minimize the effect tax-erosion can have on your portfolio. We also help high Income/high taxed families take control of their tax burden.

Special Interest Savings

Special Interest Savings

Creating financial stability isn’t about depriving yourself of experiences and opportunities in life simply to accumulate money. It is important to use your money to care for yourself mentally and physically and that often includes creating specialized savings buckets for things like vacations, hobbies, and other interests.

Taking Care of Your Family

Life Insurance

Life Insurance

 Many people underestimate the importance of insuring their lives. Having a life insurance plan in place can remove worry and financial concern for your family should something unexpected happen and render you unable to provide for them financially.

Estate Planning

Estate Planning

Preparing you and your estate for transfer to your beneficiaries is a critical task. While no one likes to think about the inevitable, ensuring that your estate is properly organized, all pertinent information and forms are gathered, and trusts are created to ease the wealth transfer process will protect your beneficiaries and your estate from legal and tax issues.

Taking Care of Your Retirement

Retirement Income Planning

Retirement Income Planning

We work to transform your wealth into your ideal retirement lifestyle by recreating your income and providing you with a retirement paycheck. Part of retirement income planning includes the incorporation of unexpected expenses that can be a risk to the stability of your retirement savings. Educating our clients is paramount. Therefore, we teach you about the accumulation phase and distribution phase of retirement planning. We also ensure you are aware of the specific risks that may affect your retirement including sequence of return risk, longevity risk, tax risk, and healthcare cost 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