The advisors at Swain Wealth Partners have varied backgrounds and areas of expertise that we use as a team to guide you. Through Raymond James, we have access to powerful resources and many investment alternatives that will help us work with you to create a plan that you can understand – and stick to – as you approach retirement and for many years beyond.

Personal Financial Planning/Cash Management

We believe that a good strategy is the result of a well-conceived plan, so we plan intelligently to help you preserve the wealth you've already built while pursuing opportunities for growth.

Risk Management and Insurance Planning

Because insurance can help protect you from the unexpected and plays a vital role in your comprehensive financial plan, we can provide a wide range of quality insurance alternatives. These include life insurance, disability income insurance and long-term care insurance that can offer safety for you, your family and business.

Tax Savings Strategies

We take a tax-sensitive approach to financial planning and work year-round with you and your other professional advisors – accountants, tax attorneys – to help minimize the impact of taxes.

Investments Planning

We can customize an appropriate mix of mutual funds, stocks, bonds and other investments based on your needs, goals, timeline and risk tolerance. Whether you're accumulating wealth or looking for income in retirement, we can help.

Education Planning

A college education can mark the beginning of a fulfilling career path for your children or grandchildren. We can help you provide for this opportunity with investment vehicles such as Coverdell Education Savings Accounts, 529 college savings plans and specialized trust vehicles.

Retirement Planning

Based on the unique destination you've envisioned, and the stops you'd like to make along the way, we'll work with you to create a strategic retirement plan designed to help you reach your goals while preserving your assets. Learn More.

Estate Planning

By coordinating our efforts with your tax and legal professionals and working closely with you and your family, we will strive to help you establish a financial tradition that can be passed on for generations.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results.

Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. While we are familiar with the tax provisions of the issues presented herein, as financial advisors of RJFS we are not qualified to render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.