Business Owners

When Business gets too good to monitor your own investments ... or those of your employees, it's time to hire Swords Wealth Management, LLC.

Business owners...

  • STAY focused on day-to-day operations of the business(es)
  • WANT personal investment assets in company plans integrated with their outside portfolios
  • DESIRE an income tax plan that coordinates company plans and personal goals
  • REQUIRE liquidity to provide for future tax liabilities
  • EXPECT someone to unburden the family from the complexities of filing tax returns
  • UNDERSTAND delegating certain responsibilities while requiring accountability for personal as well as business financial and investment planning and implementation.

If this sounds like you, hire us.  We understand.