Advisor Support

We’re honored that since the beginning, our professional peers continually refer and invite us to work with them as we collaboratively serve the best interests of their clients. Call today to discuss our services and how SWA can work with you.

Quite simply, in addition to serving our client base: We work really well with others. Whether your clients are sole proprietors, professionals, individuals, or couples . . . our CPA & Wealth Management background ensures that we’ll provide qualified advisor support. We’ll provide comprehensive second opinions and a myriad of services that help you ensure that your client is seamlessly being served by a stellar team of professionals.

If we can be of benefit by assisting you with your clients’ needs as advisor support, we are happy to work in tandem with you and your team. We collaborate and share referrals with a variety of qualified, like-minded professionals to help them insure that their clients’ needs are well-defined and met:

  • Plan for the future
  • CPAs
  • Actuaries
  • Bankers
  • Investment Advisors
  • Insurance Providers
  • Valuation Experts
  • Private Money Managers
  • Risk Management Experts
  • Elder Care Specialists
  • Retirement Planners
  • Wealth Counselors
  • Business Advisors

Call us today at 702-362-3123 to discuss how we can confidentially work together to benefit your client.