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VerifiedFinancial Services· Founded 1989

Sw Advisers

Dating back to 1989, SW Advisers is a partner-owned, independent financial planning firm focused on personal and business wealth management solutions across the Midwest. Our autonomous structure removes the top-down hurdles large corporate-owned advisory firms face by providing an environment for objectivity and truly personalized solutions. We work directly with and for our clients exclusively, not a corporate agenda. We want to be on the same side of success as our clients. As Investment Advisers we take a fiduciary role putting advisory client’s goals and best interests first! Our investment approach is designed to adapt to market turns and unpredictable economic circumstances; cookie cutter portfolios don’t cut it in an ever-changing world. We utilize research from multiple internal and third-party sources to look at the markets from many angles. Our institutional exchange platform enables block trading across all advisory accounts (regardless of account size) with just a few clicks, so we can act fast and efficient. Since we align our fee with account value, as accounts rise or fall our profitability does the same. We are on the same team with our clients! Securities offered through LPL Financial. Member FINRA/SIPC. and Investment advice offered through IHT Wealth Management, a Registered Investment Advisor. SW Advisers and IHT Wealth Management are separate entities from LPL Financial. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, AR, CA, CO, FL, IA, KS, MO, NC, OK, TX. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

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HeadquartersEl Dorado, United StatesEmployees6(1 to 10)Founded year1989Websiteswwadvisers.comLinkedIn profileLinkedIn

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4

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Top roles at Sw Advisers

4 distinct titles indexed · top 4 shown.

  • 1client services associate
  • 1financial adviser
  • 1financial adviser at sw advisers
  • 1financial advisor

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