Broker Check

How We Work

Our team is our most important asset, and we’ve built an environment where individuals are encouraged to further their education, pursue new ideas, and paths in their careers.

If you are a financial planner or interested in a financial planning role please click the button below for more information about that position and opportunity. 

Financial Planners

Our Process

We create strategies that are tailored to needs and goals of our clients.

Our History

Years of experience have prepared us to help guide you through your career journey.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Current Openings :

Client Centered

Administrative Assistant position: 

We are looking for a full-time assistant who has a ‘can do’ positive attitude. Detail oriented is a must. You are the go-to person people can rely on. Managing calendars, updating files, jumping from system to system, cutting through swaths of emails, you don’t thrive on boring days. For the full description please click the button below. 

Interested in working with SWP? Apply Here.

Thank you!