Wealth Management

Customized Financial Solutions for Businesses


SWBC understands that as a business owner, you need additional advice in critical areas that affect your long-term success. We can provide solutions for business continuity to protect against the untimely loss of a key employee and provide executive compensation plans to reward and retain your executives and employees.

  • Investments
  • Retirement Plans: 401(k), 403(b)
  • Profit sharing, SEP, SIMPLE
  • Deferred compensation plans
  • SERPS
  • Key person insurance
  • Buy/sell agreements
  • Split dollar plans
  • Executive Benefits

Let SWBC Investment Services offer your business valuable investment opportunities that will help you and your employees work towards a secure and successful financial future.

Contact us or call 1-866-252-1920 for more information.

Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member SIPC & FINRA. Advisory services offered through SWBC Investment Company, a Registered Investment Advisor. SWBC Investment Services, LLC does not provide tax advice. Please consult your tax professional for tax advice.