Wealth Management Services
The purpose of SWSec’s wealth management platform is to provide for independent, ongoing advice as it pertains to the totality of a person’s wealth. We help high net worth families with the adequate structure they need to fulfill their objective while providing the transparency they need to feel in control.
Our independent approach allows for concise goal setting via the incorporation of investment policy statements that delineate clear-set investment and risk parameters that are executed by SWSec in our client’s benefit. We take an interest in all of our client’s financial assets functioning as a family office on their behalf.
Our account aggregation systems provide for monthly account and financial statements to be reviewed furthermore reinforcing the tenants put forth thru the investment process and complete insight into the client’s net worth.