As one of the leading independent wealth management groups 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, we have no proprietary products or the conflict of interest that goes 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.
Over the years, we have fine-tuned our suite of complementary services designed to provide you with the best holistic financial planning experience in the industry.
“We strive to provide a higher level of expertise and customer service. At the end of the day, our overall goal is to give our clients a safe place to hang their hat for years to come, as well as future generations of their family.”
We take the time to truly listen and understand what you want out of life, for yourself and for your family. We believe that a successful financial plan starts with looking at the whole picture, and then putting the right financial pieces in place to work for you.
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