Professionals/Business Owners

Work is a lot more fun when your business affairs are in order and a team of professionals has your back. We help you manage your business affair. Call today so we can put a custom team together for you

Sometimes it’s hard to know where your career ends and your life begins Let’s face it, your career, whether you own the business or not, is probably a huge and important part of your life.

Think about it: What are the things that wake you up in the middle of the night? What’s missing? What would bring more joy to your workdays and help you find balance in the rest of your life?

Whether it’s issues regarding the state of your personal health; that promotion you are hoping for; succession planning; business risk and insurance; or how to take the company, and your life, to the next level: SWA can help.

We Serve

  • Financial Planners Business Owners
    Sole Proprietors
  • Business Owners
  • Professionals such as Doctors, Attorneys, CPA firms, engineering firms, etc.
  • Managers and C-Level Executives

Services Offered

  • Estate Protection
  • Business Continuity Planning
  • Funded Buy-Sell Agreements
  • Disability Buyout Agreement
  • Asset Protection for Business Owners
  • Business Planning

Wealth Accumulation

  • Investments
  • Benefits for Highly Compensated Employees/Owners
  • Non-Qualified Deferred Comp Plans
  • Tax Advantaged Key-Employee Benefit Plans
  • Review of Current Employee Benefit Plans

Business Succession Strategies

  • Business Sale/Wealth Transfer
  • ESOPs

Call SWA today at 702-362-3123 to schedule your free initial consultation.