SWWM is a leading financial services firm dedicated to professionally supporting, educating, and providing informed direction to each client for their benefit, and that of their loved ones. 


For several decades, my associates and I have been helping business executives and professionals from all walks of life create and implement strategies that help to build confidence and work towards financial freedom for themselves and their families.

We seek always to help our clients:

  • Accumulate assets
  • Preserve their assets
  • Optimize their present and future cash flow
  • Maintain their desired life-style at all stages
  • Preserve their wealth for future generations