Wealth is About Having Choices and Freedom

It’s about the lifestyle you want to live, the goals you hope to reach, and the relationships that make your life meaningful.

What We Offer

Integrity

We build lifelong client relationships based on a foundation of integrity and trust.

Fiduciary Focus

We take our fiduciary responsibilities seriously. That means we put you first. Period.

Objective Advice

As a fee-only firm, we do not accept commissions. We provide truly independent and objective advice, not commission-driven advice.

Beyond the Numbers

We do more than just invest your money. We educate, guide, and help you avoid costly mistakes on the path toward reaching your goals.

Concierge-level Care

By focusing on an exceptional standard of service – we provide personalized attention and one-on-one care.

What Sets Us Apart

Your Financial Future Starts Here

No matter where you are on your life’s journey, you have dreams and goals for the future. Whether you’re just starting out, in transition, or nearing retirement – protecting your financial future requires careful planning. That’s why you want someone on your team with the insight and experience to help you know what to prepare for, how, and when.

Drawing on more than a decade of industry experience, we believe in the power of planning. With the CERTIFIED FINANCIAL PLANNER designation, held by less than 20% of all Financial Advisors,we help clients like you define their goals and then create a customized strategy that strives to achieve them.

But it’s not all about crunching the numbers. As your dedicated team, we do more than just manage your money. With an unwavering commitment to concierge-level care and a meticulous attention to detail, we follow up and follow through. With experience and compassion, we look beyond the numbers to help you build a meaningful life that focuses on your values, your family, and your passions.

For a second opinion about your current investments, or to talk about your goals, please contact us at info@swpwllc.com or (617) 658-2025. We offer an initial consultation at no charge.

1See the following for statistics on Financial Advisor employment and CFP® designations, respectively:
https://www.bls.gov/cps/cpsaat11.htm

https://www.cfp.net/news-events/research-facts-figures/cfp-professional-demographics

Our Services Include

Financial Planning

Budgeting and Cash Management

Estate Preservation*

Investment Management

Tax Efficient Strategies*

Education Planning

Retirement Planning

Long-term Care Solutions

*SW Private Wealth, LLC is not an accounting or legal firm, but may provide references to accounting, tax services or legal providers. We may also work with your tax advisor, insurance agent, or attorney.

We grow our business through client referrals.

If you’ve been happy with our services and our work together, please tell a friend!  The “Tell a Friend” link allows you to introduce us to family, friends, and colleagues in a simple way. It’s really your way of saying “Thanks” and is in our opinion the highest compliment to us. We thank you for your loyalty and we are thankful that someone once took the time to make your introduction.

Tell a Friend

Contact Us

Get in touch today and we will contact you to discuss your financial needs. Annette will personally call you back.

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