Frequently Asked Questions

Here are some questions we get asked by people who are interested in working with us.

If your question is not answered on this page, you are welcome to email us directly at info@swealthgroup.com and we can answer any questions you have!

Let's Talk

Is there a minimum amount needed to become a client?

No! We happily serve clients regardless of their net worth. We pride ourselves in only taking on a client if we believe we can add significant value in their financial life. If we think there is a different advisory firm that may be better suited to serve you, we will provide you with recommendations to experts that specialize in areas that can be of help to you.

We offer a variety of services, including one-time financial plans, on-going financial advice, as well as portfolio reviews.

What makes your firm different from others?

We always sit on the same side of the table as our clients. We have no proprietary products and are not incentivized in any way but to provide our clients with unbiased, high quality financial advice to best meet their needs.

We have deep rooted tax expertise, so tax efficiency is embedded in all of our financial recommendations. Our firms's tax background also enables us to do in-depth tax planning and use the planning to file your tax returns as well.

We are by our client sides throughout the complete financial journey. For example, when it comes to taxes, we believe there is much more to this than annual filing of a tax return to the IRS. Our tax team focuses on tax planning, tax strategy, as well as annual preparation.

Our commitment is to educate and empower our clients. When we make recommendations, we accompany this with personalized education to make the client as informed as possible so they can feel secure about their financial future.

What tax services do you offer?

We are a tax focused firm and offer the full suite of tax services, including tax strategy for both individuals and business, as well as filing tax returns.

Do I need a wealth advisor? Can I do it myself?

There are some people who are passionate about personal finance and can dedicate the time to prioritize their financial lives. If this is you, more power to you! In this case, you can consider working with us to do a portfolio review in order to get a second opinion and get an in-depth review of your investments and ensure you are minimizing your tax burden.

If you don't have the time and interest to dedicate to investing and personal finance, your financial life may benefit from out sourcing as much as you can to a trusted advisor.