M.H. Swanson & Associates offers Independent Wealth Management to clients. Located in Charlottesville, Virginia we provide comprehensive financial planning and investment advisory services. We are an independent financial advisory services firm helping clients with retirement planning, social security planning, investments, tax planning strategies, estate planning strategies, insurance, college funding and small business planning.
Margreta Swanson, the firm's president is a LPL Investment Advisor Representative. The firm specializes in helping people dealing with life's transitions such as divorce, retirement, or death of a spouse, that often trigger the need to re-evaluate and take control of financial assets. We believe that there are opportunities and rewards when you take a proactive approach to your personal financial situation.
Margreta Swanson, the firm's president is a LPL Investment Advisor Representative. The firm specializes in helping people dealing with life's transitions such as divorce, retirement, or death of a spouse, that often trigger the need to re-evaluate and take control of financial assets. We believe that there are opportunities and rewards when you take a proactive approach to your personal financial situation.
Services
M.H. Swanson and Associates is a full-service financial services firm committed to helping people pursue their long-term financial goals. We offer a wide range of financial planning and wealth management services to individuals and business owners. We believe you will be better able to identify your financial goals and make sound decisions to help pursue those goals when we provide you with solid financial information.
As an Independent Wealth Management firm, we have no proprietary investment products, so we strive to act only in the best interests of you, our client, based on our understanding of your individual needs and risk tolerance. We are Financial Advisors who work as a team to broaden and deepen our investment and financial knowledge to ensure that our client's needs are well-served.
While developing a customized financial program, we will walk you through a step-by-step process designed to help you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We make our decisions based on the interests of our clients, without regard to compensation.
We've put together a library of information on important financial topics that we believe you'll find helpful. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends. Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Our financial calculators are designed as educational tools to help you estimate answers to common financial questions. They are not intended to predict future returns or results. These calculators are hypothetical examples used for illustrative purposes and do not represent the performance of any specific investment or product.
