Sweeten Wealth Management
Specialties
Sweeten Wealth Management (SWM) clients--individuals, families, and business owners--receive custom tailored investment portfolios based on their unique financial situations. Portfolios are designed using the research of Fama/French Multi-Factor Models and Markowtiz's Modern Portfolio Theory. SWM focuses on expanding the number of asset classes within portfolios using low-cost investments. Clients feel empowered because they become educated via meetings, seminars, webinars, and web meetings. Other areas usually reviewed include expense reduction, insurance, liability exposure, estate planning, cash flow management, education planning, disability, long-term care, asset allocation, income tax planning, retirement needs analysis, social security, distribution rules and legacy goals.
