We are one of the leading Independent Wealth Management Firms in the nation. We are a fee-based firm specializing in Retirement Planning, Estate Planning and Investment Management. We serve as fiduciaries for our clients and unlike many of our competitors, have no proprietary products and the conflict of interest that go along with them. SWMG has been recognized as a 5 Star Wealth Manager* for four years in a row and has been showcased in the “Faces of Fort Worth” in Fort Worth Magazine for 2018 and 2019. We believe that clients come first and it is our pleasure to serve.
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