Your Financial Advisor in Medicine Hat

SWELL PRIVATE WEALTH

Our Process - Simplicity | Clarity | Confidence

Swell Private Wealth provides tailored advice to expand, protect and perpetuate your wealth in regards to investments, insurance, taxes, cash flow, and estate planning. Our specialists design custom strategies for you, your family and your business. When you seek clarity and confidence… get tailored advice. Swell Wealth is here to help. With three easy steps, you will be on your way to financial growth and freedom. It is our goal to understand your needs, educate you on the world of finance, and give you a specialized strategy tailored to your needs.

What makes you tick?

You have a story and we would love to hear it

You are unique

We are on your side of the table

Lets talk about life and what brings you here

Where are you sitting today?

Are you happy with where you are at?

What have you done so far and why?

If you could improve your situation, would you?

Lets sketch out your financial picture

Do you need a custom financial strategy?

This feels like you’re getting a secret recipe

You deserve more than a cookie cutter approach

You get the best solution

No bull, just straight goods

Life is real, so we keep in touch.

Relax, we take the edge off

You can share the good, bad and ugly with us

We tweak and adjust your plan as needed so that it always fits right

You will be happy knowing we’ve got your back

Our Process - Simplicity | Clarity | Confidence

Swell Private Wealth provides tailored advice to expand, protect and perpetuate your wealth in regards to investments, insurance, taxes, cash flow, and estate planning. Our specialists design custom strategies for you, your family and your business. When you seek clarity and confidence… get tailored advice. Swell Wealth is here to help. With three easy steps, you will be on your way to financial growth and freedom. It is our goal to understand your needs, educate you on the world of finance, and give you a specialized strategy tailored to your needs.

What makes you tick?

You have a story and we would love to hear it

You are unique

We are on your side of the table

Lets talk about life and what brings you here

Where are you sitting today?

Are you happy with where you are at?

What have you done so far and why?

If you could improve your situation, would you?

Lets sketch out your financial picture

Do you need a custom financial strategy?

This feels like you’re getting a secret recipe

You deserve more than a cookie cutter approach

You get the best solution

No bull, just straight goods

Life is real, so we keep in touch.

Relax, we take the edge off

You can share the good, the bad and the ugly with us

We tweak and adjust your plan as needed so that it always fits right

You will be happy knowing we’ve got your back

Now what should you expect when you receive your financial strategy?

Medicine Hat has the Perfect Financial Advisor for You

At Swell we like the hands on approach, so we both need to trust each other. You don’t need to sugar coat anything for us. Frankly, we are not here to judge you or your situations…just tell it like it is and lets us help you navigate life. You can cut to the chase and share what is keeping you up at night and what your objectives are. Naturally, we want to work with great people and have fun in the process. Yes, we are humans not robots.

You will have a clear path to achieve your goals and objectives. Your financial strategy will be focused on you and tailored to your situation. When you understand the why of our advice, you will be fully engaged. We ensure that you understand your financial strategy so well that you can actually explain it to your family and friends in a simple way. Everything we do for you provides clarity and confidence. We are here to help you day in and day out.

Let's get you set up with a financial strategy

Why would you need a financial advisor in Medicine Hat?

If you are feeling frustrated or confused with your current situation, we can help you change that. We are here to lean on for support and direction. You don’t need to hold back on who you are and what is important to you…just be yourself and we will listen. We’ll show you the opportunities and threats to your success. Isn’t it about time you have someone help you get things done? Whether you need a financial advisor in Medicine Hat or live in another city we can connect. Honestly, let’s get to the bottom of it, roll up our sleeves and help you move forward. You are worth it!

Our firm relies on our reputation for growth. We know that by taking care of you and your interests we become a magnet for your entire circle of friends and family. It is rewarding to see how Swell Private Wealth moves through these networks and reaches people all across Canada. We focus on doing things right the first time. By treating you like family we can sleep well at night and you can too. This is the way we roll.

Rest easy knowing you have a financial advisor guiding you

With the right financial advisor you will ensure you have the best experience possible. We’ve dedicated our lives to mastering the art and science of advanced insurance and financial strategies in Canada. We love sharing the hidden gems on your financial road-map and how to actually get there without wasting a bunch of time and energy. Really, life is short so we are here to help you make the most of it.

Swell Private Wealth can collaborate with your accountant, lawyer, or other professional team member to tackle the most complex problems you have and boil them down into core issues so they can be solved effectively with a financial strategy that fits you. This takes time, but when everyone is on the same page the magic truly happens. Your freedom to live the life you want becomes reality. If you need an accountant, lawyer or other professional team we can introduce you to someone within the Swell Professional Network. We are not talking about good or better, rather the best professionals in their respective disciplines.

Frequently asked questions about

a Financial Advisor in Medicine Hat

A financial advisor is someone who can help organize, manage and advise you on the most optimal route for your finances. It includes proper planning of your cash flow, insurance and investment planning for the future. This ensures you optimize your present income now to create the future you want.

In every sense of the word- YES. Managing your finances properly is crucial to benefiting yourself, your family, and your future. If you found out you were wasting money, wouldn’t you like to know how to mitigate losses and maximize every dollar? This helps guide you in your finances to ensure you are protected and comfortable.

When you are seeking out a financial advisor, it is important to make sure they have the proper certifications. Our advisors are Certified Financial Planners (CFP©) who have completed their requirements for the CFP Board. We also have certifications as Chartered Life Underwriters (CLU©), which gives us the specialization in life insurance and estate planning. With these certifications under our belts, you can rest assured you are in the right hands.

Let's get you set up with a financial strategy

Here's what our clients have to say about us

Dealing with Steve and Swell Insurance has been straight forward and easy. Steve explains things well and his team is always flexible to meet up!

Emily King

Client
Steve has been a good friend for many years. He has really helped set up a cash flow budget and get me and my husband started on investments and understanding mortgages, insurance and other money matters. Steve and his staff are always available when needed and are really good with following through with discussion items, paperwork etc. promptly.

Kaleigh Jensen

Client
I cannot say enough good things about Steve and the team at Swell Private Wealth. Steve is extremely knowledgeable in his field and has a deep passion for what he does. He truly cares for the well-being of his clients as if they were family members. I would highly recommend!

Shahed Bayesteh

Client
Steve and the team at Swell are truly professionals and masters in their industry! I've never met such a dedicated financial advisor who is excellent at providing and connecting us with information so we can make informed decisions, all the while guiding us along. The team have been really efficient and friendly to work with while setting up our insurance and I look forward to dealing with them for many years to come! Highly recommend Steve and the team at Swell to any dental professional and student!

Christopher Bertsch

Client

About us

SWELL PRIVATE WEALTH | MEDICINE HAT

Founded in 2014, we have been enhancing the lives of our clients in Medicine Hat, as well as throughout Alberta, Saskatchewan and British Columbia. We offer financial advice and guidance for investments, insurance, taxes, and estate planning. With strategic planning and monitoring, we can help you make the most of every dollar. In order to be financially comfortable and successful, it is crucial to have the right financial advisor to make sure you are making the right steps for you and your family. Life is too short so relax and leave it to the professionals at Swell Private Wealth.

Our Contact Info

462 4 St SE #201, Medicine Hat, AB T1A 0K6

(403) 487-0490

admin@swellwealth.com

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