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At SweetWater Securities Inc., we believe that by empowering people with knowledge we can better help service their financial needs.
Our experience, financial insight and service-oriented platform allows for personalized, goal-oriented solutions to be defined and met.
We serve family endowments, retail, and institutional clients that wish to better service their long-term goals by leveraging our experience. Our programming focuses on nurturing relationships by providing the perspectives needed to deepen the conversation and elevate the client experience.
The purpose of achieving the wealth and assets that make an estate is to preserve and improve on them, in a way that they can be sustainable and distributed through generations.
SWS works as a point of custody, execution, information and reconciliation of the investment account assets of our clients.
Along with financial advice, SWS offers underwriting and issuance services of public and private offerings for companies who wish to raise capital or obtain financing through the securities market.
40+
Years of investment experience
1987
Company Established
50+
Business Partners
