
Lifelong Guidance
SWM applies a holistic approach and fiduciary process to managing wealth.

Industry Recognized Thought Leadership
Jonathan I. Shenkman, AIF® is a prolific contributor in the field of personal finance. Clients benefit from his insights through creative investment and financial planning strategies to fit their needs.
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About SWM
Years of experience have prepared us to guide you through your life transitions.
Our Philosophy
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Explore Resources by Topic
We offer a full range of investment and financial services and have access to a wide array of solutions.
Lifestyle
Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.
Retirement
Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited about for what’s to come.
Investment
Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.
Estate
A sound estate program can help protect your family from the financial consequences of life's unexpected events.
Cash Flow
We’ll analyze your cash flow situation to calculate if you’re on track for retirement and help ensure your peace of mind.