Blog

A conceptual image of a silhouette of business person in a suit with briefcase walking towards a column of light

Lessons Learned about Meeting Challenges during CEPA Training

Investing: Income vs. Total Return

Senior Wealth Advisor Mark Ghafari Named to CAIS Advisory Council

2022 Income and Contribution Limits

Financial Planning in the Event of Divorce

SWA’s New Chicago Office Space

The Impact of High Inflation on Your Investment Portfolio

Selling Your Company? Consider Gifting Your Privately-Held Corporation Stock Prior to the Sale

Donor-Advised Funds: Making Your Charitable Donations Personalized and Impactful

Life Is Challenging Enough – Let the Experts Manage Your Personal Wealth

Please contact our team to discover how we can best serve you.

Contact Us