S&W Wealth Management is a Chicago-based independent financial advisory firm that operates on a fiduciary basis, meaning they are legally obligated to act in their clients' best interests. The firm specializes in providing comprehensive financial planning, retirement planning, investment management, and estate planning services. Their stated mission is to help clients navigate complex financial decisions and achieve their long-term goals through a personalized and client-centric approach. The firm emphasizes its independence and commitment to providing unbiased advice.

Founded in

Australia