• Tailored Advice
  • Specialized Strategies
  • The Difference Is Real

InvestmentsInsuranceTax & Estate Planning

Our Approach

Our Approach

Swell Private Wealth provides tailored advice to expand, protect and perpetuate your wealth. Our specialists design custom strategies for you, your family and your business. When you seek clarity and confidence…get tailored advice.

 

1.

In our initial meeting we share our philosophy and approach while we learn of your foremost goals and concerns.

 

2.

Our second meeting will focus on your personal, professional and financial aspirations in further detail. We collect necessary information to understand what you have done in the past, where you are today and set the stage for specialized strategies to integrate given your opportunities.

 

3.

Our third meeting provides uniquely tailored advice and custom strategies to accomplish your goals and objectives. We finalize an implementation plan and arrange regular stewardship reviews to ensure the proper navigation of your affairs.

 

403-487-0490



Solutions

Wealth means different things to different people. Our clients have complex financial needs. At Swell Private Wealth we provide tailored advice to support them as they pursue their passions.

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info@swellwealth.com
Medicine Hat (Mailing Address & Head Office): #201 462 4th Street SE, Medicine Hat, AB T1A 0K6

Calgary: # 430 7220 Fisher Street SE, Calgary, AB T2H 2H8
Edmonton: #201 5227 55th Ave NW, Edmonton, AB T6B 3V1
Vancouver: #800 1185 West Georgia Street, Vancouver, BC V6E 4E6