Our Services




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.

Through consultation, we will discern the appropriate direction for our services in order to help you achieve your financial goals. Whether your interest is in (click to select) wealth management, family office, pensions and retirement plans, or endowments and foundations our expertise runs broad and deep. Our wealth managers and supporting team provide a range of personalized services and develop long-term, devoted relationships with our clients and their families. Within each relationship, we utilize a customized approach for achieving each client’s short- and long-term goals, built upon our expertise and experience in a broad range of financial tools.