Whether you are preparing for certain milestones in your life, or just looking to solidify your financial planning, SWBC’s Investment Services experts provide unparalleled wealth management and financial planning services to build a roadmap to help you achieve your goals.
Unlike some other investment companies, SWBC is not tied to any investment houses. And that translates into objective and unbiased financial planning. In addition, SWBC caters to all individuals in all asset and income categories and can work to create a strategy that addresses your needs, too.
To succinctly build a personalized strategy for you, an SWBC Certified Financial Planner or advisor will meet with you to determine your short-, intermediate-, and long-term goals, while determining your risk tolerance. As these are the most critical elements of a financial plan, it’s essential that this take place prior to creating a plan of action.
Completing a comprehensive review and implementing the suggested allocation of assets most comfortably ensures that you stay on track to meet your financial objectives. After creating your “roadmap” to investing, we’ll present you with various investment solutions to complement your goals, whether that be planning for college or diversifying your portfolio.
You’ll have the option of working with a dedicated financial advisor to implement products on an as-suggested basis, or you can subjectively allocate your funds as you see fit. Keep in mind that investors who follow a guided investment strategy typically have a higher success rate in reaching their goals.
When you choose SWBC, our advisors can help implement products that best fit your customized financial plan and modify them as your life events occur.
SWBC offers:
- Wealth Accumulation Strategies
- Financial Planning
- Advisory Services
- Fee-based Accounts
- Private Money Managers
- Education Savings Plans
- Portfolio Reviews & Evaluation
- Retirement Planning
- Estate Planning
- Review of Existing Trusts
We can help our investors obtain:
- Stocks and Bonds
- Annuities
- Mutual Funds
- Roth and Traditional IRAs
- 401(k) and 403(b) Rollovers