SweetWater Securities
The purpose of SWSec’s wealth management platform is to provide ongoing and independent advice regarding an individual’s total wealth. We help families organize the right structure to achieve their goals while providing the transparency they need to feel in control.
Its independent approach allows for the establishment of clear objectives through the incorporation of investment policy statements that clearly outline the investment and risk parameters executed by SWSec on behalf of its clients. There is a strong commitment to ensuring that all of the client’s financial assets function as a family office on their behalf.
Account aggregation systems provide monthly account statements and financial reports to be reviewed, helping to reinforce the policy established during the investment process and the collection of information regarding the client’s net worth.