SWP is a planning firm.

We create comprehensive financial plans. Before you build a house, you create a blue print. Before you invest your money, buy life insurance, or create a trust, you need a financial blueprint, a SWP Plan.

Your plan is more than an investment portfolio.

It is a blue print of your entire financial life. SWP is the architect to create that unique blueprint.

Your personalized and comprehensive industry-leading financial plan will increase your peace of mind, ensure that you lead the life you want, your family will be cared for, and help your business reach its greatest potential.

We Provide Peace of Mind.

Industry-leading financial plans to:

  • Safeguard you and your family
  • Strengthen your business
  • Preserve and enhance your estate

Your Input, Your Plan, Your Success!

Talk to a Professional

Please contact us using the form below, or call Stephen Blum directly for a confidential interview – 214.727.6000.