A complete list of active advisors currently associated with Swiftwater Capital

Warmer can help you find a great advisor at Swiftwater Capital or one who fits your needs even better.

Swiftwater Capital provides fee-only investment management and cash flow planning primarily to individual investors, with a particular focus on clients who are near or in retirement and those concerned about transferring financial and legal management to successors. The firm also offers estate planning and administration support, including a Succession Management: Planning & Legacy (SMPL) Audit, and limited ERISA consulting for qualified plans when the plan sponsor is owned by an existing wealth management client. The firm manages accounts on a generally discretionary basis and emphasizes asset-allocation targets, periodic rebalancing, and aligning portfolio distributions with projected retirement income needs derived from cash flow studies. Swiftwater uses eMoney to consolidate client financial data and an AI-enabled software tool to analyze prior-year tax returns and estate documentation, with analyses reviewed by an in-house CPA and staff attorney. Notable distinctions include the firm’s integrated use of a staff attorney and staff CPA as part of its planning services, its explicit SMPL Audit product focused on reducing transfer and successor risk, and hands-on support for clients using internet-based estate document tools. As a single-owner advisory practice that recently transitioned to SEC registration, Swiftwater manages roughly $171 million across a small client base, reflecting a comparatively concentrated, multidisciplinary advisory model.

To learn more about the advisors currently working at Swiftwater Capital, 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.