How it works

We guide our clients through a straightforward process that is transparent, jargon-free, and ensures that your long-term investment strategy aligns with your values and financial goals.

Step 1: Getting started

• We meet to discuss your financial goals, values, concerns, and objectives, and we go over in detail all the choices available to you
• We facilitate conversations with professionals from our vast network to build out your wealth management team
• We take a deep dive into your current portfolio to determine how well the current allocation is  aligning with your financial objectives

Step 2: Implementation

• We build a personal investment strategy that accommodates your investment style, risk preference, and timeframe
• We meet to review your current investments, answering all questions and discussing all costs and fees you can expect
• We complete the paperwork to open and transfer your account and establish your investment portfolio

Step 3: Long-term oversight

• We ensure your investments are continually monitored and put a plan in place for proactive communication with you
• We update you on your terms and according to your preferred communication style to discuss your progress and find out about any changes in your circumstances or financial goals
• We send you regular email updates and relevant financial planning information, as well as opportunities to attend financial education events
• We hold an intensive annual review giving you the opportunity to revise your goals, update us on assets held outside our firm, and discuss your financial status

At SWM, we understand that unexpected life moments such as divorce, career change, and inheritance require immediate and unexpected financial intervention, which can take an enormous emotional toll. Using clear information and education, we work with you and move at your pace with a plan that is regularly reviewed and rebalanced to accommodate your evolving life.