Sophisticated wealth management to serve your individual needs

Our mission is to offer world class financial planning, wealth management & client service support to help our clients achieve financial well-being and accomplish their most meaningful life goals; always in the client’s best interest and built around our core values of Trust, Integrity, Expertise, Objectivity and Collaboration.

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Our Team

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Tiago X. Lima
Tiago X. Lima, CFP®, ChFC®, RICP®
Partner, SWSG
Mark P. Anderson
Mark P. Anderson, CFP®, CLU®, ChFC®, RICP®
Partner, SWSG
Erika L. Conaway
Erika L. Conaway
Chief Operations Officer, SWSG Client Services Manager, RJFS
Nicholas Rodriguez
Nick Rodriguez, CFP®, ChFC®, RICP®, CPWA®
Wealth Management Advisor
Amy Crispino
Amy W. Crispino, CFP®, ChFC®, RICP®
Chief of Planning, SWSG Financial Planner, RJFS
David R. Waters
David R. Waters
Chief of Staff, SWSG Wealth Management Advisor, RJFS
Kyle P. Flinton
Kyle P. Flinton, CFP®, RICP®
Wealth Management Advisor
Hannah K. Bush
Hannah K. Bush
Branch Investment Operations Coordinator
Kendra E. Zerr
Kendra E. Zerr
Branch Insurance Operations Coordinator

Being here and knowing you enable us to be a trusted partner you can count on. You know the reasons you’re working so hard. We want to know them as well – and help you plan for all you want to achieve.

STRUCTURED Process

ANALYTICAL Insights

PERSONALIZED Guidance

Business Owners

Business Owners

09/02/2022
Unique solutions for business owners and entrepreneurs.
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Corporate Executives

Corporate Executives

09/01/2022
Helping you manage your financial success
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Families & Individuals

Families & Individuals

08/31/2022
A pragmatic approach to wealth management
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Retirees

Retirees

08/30/2022
Nurturing wealth so you can live a longer, better life.
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Women Investors

Women Investors

08/29/2022
Understanding the challenges women face and how to help.
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Riches do not consist in the possession of treasures, but in the use made of them.
Napoleon Bonaparte

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