Why Choose SWG

By partnering with the largest independent broker dealer in the country, LPL Financial, we are able to combine world class resources with the objective guidance of an independent boutique.

We employ a comprehensive approach and strive to be your one point of contact for all of your financial needs. From investment advice to risk management, we are here to help.

Our clients are our most valuable asset. We focus on outstanding service, transparency and cost-efficient advice and guidance.