7600 Jericho Turnpike
SWM applies a holistic approach and fiduciary process to managing wealth.
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.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We offer a full range of investment and financial services and have access to a wide array of solutions.
Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.
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.
Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.
A sound estate program can help protect your family from the financial consequences of life's unexpected events.
Managing your money involves more than simply making and following a budget.
We’ll analyze your cash flow situation to calculate if you’re on track for retirement and help ensure your peace of mind.