A complete list of active advisors currently associated with SW Private Wealth, LLC

Warmer can help you find a great advisor at SW Private Wealth, LLC or one who fits your needs even better.

SW Private Wealth advises individuals (including high‑net‑worth clients), retirement plans, charitable organizations, and business entities, offering investment management, financial planning, and assets‑under‑advisement services. The firm operates as a single‑advisor independent RIA and provides both ongoing portfolio advice and standalone or targeted financial plans. Portfolios are constructed from individualized investment policy statements and may combine passive and active strategies, including strategic and tactical asset allocation and fundamental analysis, to align with clients’ objectives, time horizons, and risk tolerances. Supervision is generally non‑discretionary — the firm typically recommends allocations and trade actions for client or custodian implementation — though the brochure notes discretionary authority is now available as an option. What is uncommon for a firm of this size is that nearly all regulatory AUM was reported as non‑discretionary at year‑end, reflecting an emphasis on client‑directed implementation and assets‑under‑advisement work for employer retirement accounts and 529 plans. The firm also provides one‑time financial plans with optional updates, does not engage in block trading or trade aggregation, and does not accept custody of client assets.

To learn more about the advisors currently working at SW Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.