SWM Nest Logo, Wooster OH

Your needs are complex and unique – which is why we offer access to a wide range of investment products and services which can be utilized while building your customized plan. We collaborate with you to determine which services will best suit your needs as you work toward your financial goals.

Retirement Planning

We’ll look at your whole picture to find out how to create and manage your retirement plan. Together, we’ll prioritize your goals for the future and map out a financial course to help you achieve them. We can also collaborate with you to explore options around:

401(k) Distribution – If you’re changing jobs or retiring, you’ll need to decide what to do with assets in your 401(k) or other qualified employer-sponsored retirement plan. These savings can represent a significant portion of your retirement income, so it’s important you carefully evaluate all options.
Individual Retirement Accounts – Even if you already contribute to a 401(k) or another qualified employer-sponsored retirement plan (QRP), we can help you find out ideas on how to help reach your retirement goals with an IRA, helping you supplement your savings and giving you access to a wider range of investments.

Investment Portfolio Management

Developing your investment plan includes choosing which products and services might help you meet your financial goals. We implement a combination of strategies for capital preservation and potential wealth creation, which includes discretionary portfolio management using a diversified selection of investments. Our team constructs diversified portfolios not only to help achieve your goals, but also to reflect your tolerance for risk while optimizing risk-adjusted returns.

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

Business Services

Your company is one of your most important assets. It’s the product of your hard work. We can offer your business a variety of customized products and services, from employee benefit plans to insurance, and help with succession planning.

College Savings Plans

Saving up to pay for your child’s college education doesn’t have to interfere with your retirement goals. 529 plans and trust funds are designed to help parents and grandparents save for a child’s education. Planning for retirement, managing your investment portfolio, and funding a college education is a balancing act – the trick is to plan ahead.

Estate Planning Services

We understand how crucial it is for you to feel secure when it comes to properly aligning your estate plan with your goals. That’s why we work with you to review your wills and trusts, establish beneficiary designations, and coordinate with tax and legal advisors to ensure your plan is up to date.

Insurance

Insurance can play a key role in helping preserve your assets and achieve your financial goals. Plan to help protect all aspects of your financial life: family, business, retirement, and legacy. Consider how insurance can help protect the people and causes you care about the most.