Swell Asset Management is an independent, fee-only registered investment advisory (RIA) firm based in Tacoma, Washington. Founded on the principle of providing clients with financial peace of mind, the company offers comprehensive financial planning and discretionary investment management services. They cater to individuals, families, and institutions, focusing on creating customized strategies to help clients achieve their long-term financial goals. As a fiduciary, Swell is legally obligated to act in the best interests of its clients.

Founded in

France