Consultations

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SSWM welcomes the opportunity to speak with you about your financial goals and concerns. Whether you are interested in college planning, retirement planning, a general plan to build wealth, or you simply want to educate yourself and your future generations on investments, we can help. There is no fee for an initial meeting. During the consultation, you will meet an advisor, learn about our firm and our services, and have the opportunity to ask questions. From there, you decide how to proceed with us.