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IMPORTANT NOTICE: You are now leaving the SWS Partners Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with SWS Partners or any advisor(s) whose name(s) appear(s) on this Website. SWS Partners is/are independently owned and operated. Schwab neither endorses nor recommends SWS Partners , unless you have been referred to us through the Schwab Advisor Network®. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with SWS Partners under which Schwab provides SWS Partners with services related to your account. Schwab does not review the SWS Partners Website, and makes no representation regarding the content of the Website. The information contained in the SWS Partners Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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A DIFFERENT KIND OF WEALTH MANAGER

The financial industry is built to serve the financial industry. We’re built to serve you.

Let us show you how.

Financial Advisor

Planning

You choose the destination. We guide you every step of the way.


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Financial Advisor

Investing

Providing you what you need—not what Wall Street is pushing.


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Financial Advisor

PARTNERSHIP

We have a radical idea—to actually earn your trust.


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retirement planning

YOUR FUTURE, YOUR CHOICES

Your needs and goals are unique—so why should you accept one-size-fits-all solution? At SWS, we provide you with custom-tailored advice, investments and wealth management. And we deliver clear, straightforward communication and pricing. It’s an approach that’s long overdue in the financial industry: Paying for your goals and not someone else’s.

SWS Direct