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About SWMG, LLC
In downtown Fort Worth, Texas, SWMG is an independent financial planning and investment management firm specializing in serving high-net-worth clients and business owners. With a focus on creating lifelong and multi-generational relationships, the company aims to provide the best client experience in the industry.
At SWMG, unbiased and sophisticated advice is at the core of their approach. They believe in offering comprehensive planning that covers all aspects of their clients' lives. By understanding their client's financial goals and objectives, they provide options and strategies to help them achieve financial freedom and enjoy life.
As one of the country's leading independent wealth management groups, SWMG is a fee-based firm with expertise in retirement planning, estate planning, and investment management. What sets them apart from many competitors is their commitment to serving as fiduciaries for their clients without conflicts of interest or proprietary products.
The company's dedication to excellence has been recognized through various accolades. SWMG has been honored as a 5-Star Wealth Manager for four consecutive years and featured in "Faces of Fort Worth" in Fort Worth Magazine for 2018 and 2019. With a client-centric approach, SWMG prioritizes putting clients first and takes pleasure in serving them.
Pricing options
Regulatory filings
Areas of specialty
- Retirement Planning
- Estate Planning
- Investment Management
More about SWMG, LLC
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 166688 | 6 |
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Secure your future and achieve your goals with a free matchto financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than SWMG, LLC.