Happy Anniversary Hope!

Grateful to be reaching business goals with Hope It has been such a wonderful first year working together. I look forward to the many years of collaboration to come, your contributions are incredibly appreciated! Thank you so much! – Alicia Back to the old days Way… Read More >>

Hope is a thing with feathers

“Hope is a thing with feathers” – Emily Dickinson We all hope to be financially independent. That feeling where we know that we don’t owe anything to anybody and can live life feeling content. If your finances are secure your options are unlimited. You are free… Read More >>

It’s Time to Take the Reins!

It’s time to take the reins of your estate plan and secure your personal representative. We can think of our estate plan as an extension of our larger life. Whether you’re planning to pass your assets to a beneficiary or your favorite charity, having an estate… Read More >>

Jumping over gender gaps toward financial independence!

Overcoming gender gaps and becoming financially independent sounds pretty great, doesn’t it? The good news is that financial independence is possible, while simultaneously working to narrow the gender gaps. A gender gap is the discrepancy in opportunities, status, and attitudes between men and women. What you… Read More >>

LGBTQ Road to Financial Freedom

All of us have the same core needs, but not all needs are met the same way.  The cultural limits placed on women and LGBTQ populations, directly impact the ability to reach personal financial goals. Some of the issues that we need to be mindful of… Read More >>

Honestly, What’s Unravelling the Stock Markets?

These days volatility is the twist that is holding the market knot together Let’s put this volatility into context. Since its inception in the 1900s, the stock market has bounced around regularly. The explosiveness that has penetrated the market has led to legendary swings in the… Read More >>

Thinking of you, be well

I love early morning walks along Alki. The sound of the rain gently reuniting with the water gives me the opportunity to observe this wild place on its terms. I visit this place as often as possible, throughout the seasons and in every kind of weather…. Read More >>

SWM can help prepare your financial plan for a pandemic

Don’t scrap your financial plan out of fear. Pandemic or not, you will continue to have financial goals that you will want to progressively strive toward. Likewise, don’t scrap your investment strategy by trying to time the market. We all know the phrase ‘a bird in… Read More >>

International Women’s Day at SWM

In honor of International Women’s Day, I would like to give a shout-out to my great aunt, Florence Burke. She was born out of a union between the Harneys and Burkes of Ireland and she created a plan to level-up her finances at an early age…. Read More >>


When life throws you a curveball, we at SWM are here to help you be prepared.  Unexpected life moments happen These moments can require immediate financial intervention, while taking an enormous emotional toll. Whether you are forced to relocate, tending to a death or illness, getting… Read More >>

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