SWS Partners is a registered investment advisor that focuses on using technology to deliver contemporary asset management and financial planning solutions to high net worth individuals, family offices, endowments, foundations, and other institutions.

We believe that by emphasizing the application of modern technologies, we can create broad efficiencies and deliver better outcomes to clients.

It's your future. Take control.

SWS Partners is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. More information can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. Neither the information contained herein, nor any opinion expressed, is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice. This page is for informational purposes only and does not address any individual's financial situation. SWS Partners does not guarantee the accuracy or completeness of information provided by third parties and assumes no obligation to update this information. SWS Partners will not accept investment offers via social media.

SWS Partners, LLC

Org chart

Teams

Offices