SWORDS WEALTH MANAGEMENT L.L.C.

Business Services > Business Advisory Services

The practice behind Swords Wealth Management, LLC has been focused on responsible client stewardship through wise wealth management since 1987. We are true financial stewards handling high trust and making smart choices on behalf of our clients. Our goal is always to make wise choices that reflect the vision of clients of high values.

We understand the complex financial needs of our clients and their families. Our strategic wealth management is customized for those needs.

Our mission is to be the last financial advisor you will ever need by helping you accomplish your financial goals while achieving those core values most important to your enduring peace of mind.

My name is Steve Swords. My wife and I wanted to release all responsibility for our personal wealth management. We wanted complete financial freedom. If you are a person of wealth, you should too. FYI: we are persons of wealth if we have accumulated enough resources that to lose 20% of them would be a significant event in our financial life.

The smart money has known for a long time that the cost of responsible wealth management is minimal compared to the emotional value and time freedom.

Unfortunately, complete financial freedom with its financial peace of mind is available only on the other side of a large and deep chasm. And the bridge across this chasm is not an easy one to take.

I developed what I think is the perfect practice to operate as a financial freedom facilitator. It operates as “stewards” on behalf of our clients. In case you're wondering, a “steward” is just a manager. But not any ordinary manager.

I ran the practice this way for over 30 years. Then I turned it over to another true financial steward to operate. Now, since I'm semi-retired, I have delegated the responsibility for my personal wealth management to my protégé, Ben Dean, CFP®. I went from coaching a fellow advisor in the unique aspects of the stewardship for our clients, to an owner who crossed the bridge to complete financial freedom. You too can get there.

Is this your business?

Claim your business to immediately update business information, manage reviews and more! and its FREE

Claim This Business