Our Principles
A premier provider of wealth preservation and risk management solutions for high-net-worth individuals, their families and corporations, SWS Financial Group helps our clients to build and preserve their financial wealth. We use a process-driven approach that may include:
- Long-term asset allocation reflective of each client’s individual risk tolerance.
- Access to innovative investment ideas and opportunities.
- Customized investment strategies.
- Wealth preservation, trust and estate strategies, and insurance services
Integrity and Honesty
We believe that our greatest assets are our people, capital, and reputation. Should any of these assets ever be diminished, the last would be the most difficult to restore. As such, we hold our people to the highest ethical standards in all that they do, both in their work for the firm and in their personal lives.
Superior Results
We take great pride in the professional quality of our work and consistently strive to achieve excellence in every assignment we undertake. Our experience shows that if we serve our clients well, our own success will follow.
Access to Excellence
From wealth preservation, to customized risk management strategies, our clients have access to innovative industry professionals who can help them address their financial goals. When unconventional client situations exist, we routinely leverage the expertise and innovation of the Advanced Planning Group – an experiended group of top financial services professionals. Our unparalleled access allows us to devise and execute customized financial solutions that may be overlooked or untried elsewhere.
Confidentiality
Due to the nature of our business, we regularly receive confidential information. Treating such information carelessly or improperly would go directly against all that we believe.
Senior Level Focus
Each of our clients receives personalized guidance from SWS Financial Group Founder and President, Scott Salisbury. By ensuring that Mr. Salisbury is actively involved in each of the firm’s transactions, we are able to maintain intimate relationships with each of our clients – which we feel is a large contributor to our success.