Schwallier Wealth Management

The personal relationships that develop with clients are the most rewarding aspect of what I do. As a NAPFA-Registered, fee-only CERTIFIED FINANCIAL PLANNER(R) professional, I am required to be a fiduciary to clients. I enjoy getting to know my clients on a personal level first; followed by utilizing our financial tool bag to help them lay-out their goals and dreams.

Our approach to investing recognizes the unique needs of each client. Before making recommendations, we take the time to thoroughly understand your long-term goals and tolerance for risk. As a SWM investment management client, you benefit from financial planning services at no additional cost.

The SWM Family Action Plan enables you to consolidate all of your financial (and other) information in one organized place, so when you pass on, your loved ones will not be left with the burden of sorting out what you left behind.As experts in company-sponsored retirement plans, we can help you with every aspect of your company-sponsored retirement plan.

SWM recognizes that every client's financial needs are unique, so we approach each investment situation as such. Before making recommendations, we take the time to thoroughly understand your long-term goals and tolerance for risk. As an independent investment advisor, we believe it is equally important for our clients to utilize an independent custodian.

Your net worth is calculated and displayed on a daily basis with a summary of all of your assets and liabilities. Our Wealth Management System serves as the hub of our clients' financial information. On your Personal Financial Homepage, your net worth is calculated and displayed on a daily basis along with a summary of all your assets and liabilities.

Nobody wants to think about what happens when we pass away, but you want to ensure your family is set once you're no longer with them. SWM works for you to create a plan today to ease the burden on you and your family. The SWM Family Action Plan enables you to consolidate all of your financial (and other) information in one organized place, so when you pass on, your loved ones will not be left with the burden of sorting out what you left behind.