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Text Content

Menu


 * Home
 * About
 * Clients
 * Process
 * Services
 * Resource Center 
   * Retirement
   * Estate
   * Investment
   * Insurance
   * Tax
   * Money
   * Lifestyle
   * Tax Resources
 * Contact
 * Client Login 
   * Wealth Management Login
   * OneView Login



CARE.

Your doctor cares for your physical health, but who cares for your overall
financial health? We do this by understanding your current situation and what is
most important to you and by putting your success ahead of our own

Get Financial Care

LEARN.

Do you feel overwhelmed by financial information and responsibility? We empower
you through educational information relevant to you based on your needs and
goals.

Start Learning

LISTEN.

What is most important to you? Let’s create a plan to help you live the life you
want.

Ready to be heard?

CARE.

Your doctor cares for your physical health, but who cares for your overall
financial health? We do this by understanding your current situation and what is
most important to you and by putting your success ahead of our own

Get Financial Care

LEARN.

Do you feel overwhelmed by financial information and responsibility? We empower
you through educational information relevant to you based on your needs and
goals.

Start Learning

LISTEN.

What is most important to you? Let’s create a plan to help you live the life you
want.

Ready to be heard?

CARE.

Your doctor cares for your physical health, but who cares for your overall
financial health? We do this by understanding your current situation and what is
most important to you and by putting your success ahead of our own

Get Financial Care




SERVICES
HOW CAN WE HELP YOU?

We offer a wide variety of services all geared to help you with your financial
goals.


TAKING CARE OF YOU

We can help you build a retirement strategy that is sure to keep you excited for
what’s to come.

Blog


TAKING CARE OF YOUR FAMILY

We'll help make sure that we're considering the tax implications with all your
investments.

Learn more


TAKING CARE OF YOUR RETIREMENT

With over 100 years' collective experience, we'll help secure your legacy for
future generations.

Learn more


HIGH-NET-WORTH

We have extensive experience managing high-net-worth portfolios.

Blog


SMALL BUSINESS

Let us help you make sure your business is poised for growth.

Learn more


LIFESTYLE

Strike the perfect balance between work and leisure.

Learn more
See All Services


SUCCESS STORIES
READ WHAT OUR CLIENTS ARE SAYING

Read about real experiences from our clients.


A HOUSE DIVIDED

By understanding a few key concepts during a divorce, you may be able to avoid
common pitfalls.
Learn More


RETIREMENT TRAPS TO AVOID

Beware of these traps that could upend your retirement.
Learn More


PICKLEBALL IN RETIREMENT

Learn about the latest sport to sweep the nation with this informative article.
Learn More


BI-WEEKLY PAYMENTS

This calculator estimates the savings from paying a mortgage bi-weekly instead
of monthly.


THE COST OF MEDICAL CARE

Learn about the risks of not having health insurance in this informative
article.



LET'S TALK.
TAKE THE FIRST STEP.

Name
Email
Address
Phone
Message
Next Steps
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VISIT

347 Gellert Boulevard M

Daly City, CA 94015

info@swwealthadvisors.com

CONNECT

Office: 415-781-8887

CONTACT

QUICK LINKS

 * Retirement
 * Investment
 * Estate
 * Insurance
 * Tax
 * Money
 * Lifestyle
 * All Articles
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 * All Calculators

Osaic Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



We are an independent financial services firm helping individuals create
retirement strategies using a variety of investment and insurance products to
custom suit their needs and objectives.

Securities and investment advisory services offered through Osaic Wealth,
Inc.(Osaic Wealth) member FINRA/SIPC. Osaic Wealth. is separately owned and
other entities and/or marketing names, products or services referenced here are
independent of Osaic Wealth.

Investing involves risk, including the potential loss of principal. No
investment strategy can guarantee a profit or protect against loss in periods of
declining values. None of the information contained on this website shall
constitute an offer to sell or solicit any offer to buy a security or any
insurance product.

Any references to protection benefits or steady and reliable income streams on
this website refer only to fixed insurance products. They do not refer, in any
way, to securities or investment advisory products. Annuity guarantees are
backed by the financial strength and claims-paying ability of the issuing
insurance company. Annuities are insurance products that may be subject to fees,
surrender charges and holding periods which vary by insurance company. Annuities
are not FDIC insured.

The information and opinions contained in any of the material requested from
this website are provided by third parties and have been obtained from sources
believed to be reliable, but accuracy and completeness cannot be guaranteed.
They are given for informational purposes only and are not a solicitation to buy
or sell any of the products mentioned. The information is not intended to be
used as the sole basis for financial decisions, nor should it be construed as
advice designed to meet the particular needs of an individual’s situation.

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