SWM strives to be Grand Rapids' most trusted provider of honest financial management to hardworking professionals and entrepreneurs. Meet the folks who make this possible. A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client.
Services
The personal relationships that develop with clients are the most rewarding aspect of what I do. As a NAPFA-Registered, fee-only CERTIFIED FINANCIAL PLANNER(R) professional, I am required to be a fiduciary to clients. I enjoy getting to know my clients on a personal level first; followed by utilizing our financial tool bag to help them lay-out their goals and dreams.
Our approach to investing recognizes the unique needs of each client. Before making recommendations, we take the time to thoroughly understand your long-term goals and tolerance for risk. As a SWM investment management client, you benefit from financial planning services at no additional cost.
The SWM Family Action Plan enables you to consolidate all of your financial (and other) information in one organized place, so when you pass on, your loved ones will not be left with the burden of sorting out what you left behind.As experts in company-sponsored retirement plans, we can help you with every aspect of your company-sponsored retirement plan.
The SWM Family Action Plan enables you to consolidate all of your financial (and other) information in one organized place, so when you pass on, your loved ones will not be left with the burden of sorting out what you left behind.As experts in company-sponsored retirement plans, we can help you with every aspect of your company-sponsored retirement plan.
SWM recognizes that every client's financial needs are unique, so we approach each investment situation as such. Before making recommendations, we take the time to thoroughly understand your long-term goals and tolerance for risk. As an independent investment advisor, we believe it is equally important for our clients to utilize an independent custodian.
Your net worth is calculated and displayed on a daily basis with a summary of all of your assets and liabilities. Our Wealth Management System serves as the hub of our clients' financial information. On your Personal Financial Homepage, your net worth is calculated and displayed on a daily basis along with a summary of all your assets and liabilities.
Nobody wants to think about what happens when we pass away, but you want to ensure your family is set once you're no longer with them. SWM works for you to create a plan today to ease the burden on you and your family. The SWM Family Action Plan enables you to consolidate all of your financial (and other) information in one organized place, so when you pass on, your loved ones will not be left with the burden of sorting out what you left behind.
Reviews (7)
Marc Larabel
Dec 14, 2021
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Dave Cammenga
Apr 17, 2021
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I searched for a long time to find a financial advisor. My wife and I drove 40 minutes to meet with Adam. I do all of my own investing, but everyone needs someone looking over their shoulder when dealing with money. Lots of people can give you advice, but being an engineer, I wanted someone with a strong math background. Adam has that. We have had multiple in-depth discussions and when I have fact checked what he tells me. He is right on. I have recommended him to friends and would recommend him to you. At this point I go to Adam for advice, but I would not hesitate to entrust him with my investing
Joe Feistritzer
Mar 03, 2021
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Warren Olson
Feb 14, 2021
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Adam and his team were recommended to us a few years ago and we couldn’t be happier. They are consummate professionals with the ability to make you feel like family. They go above and beyond whenever you have a financial question, whether or not it is product they are managing. We know our money is beginning managed by a team that really cares about their clients.
Kyle Schwallier
Jun 07, 2018
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Dave
Jan 25, 2018
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John Williams
Sep 09, 2017
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