Schwallier Wealth Management

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535 Cascade West Pkwy SE
Grand Rapids, MI 49546
+1 (616) 855-2051
https://www.swmadvisor.com

History

After tiring of being a captive advisor to a broker-dealer and managing the inherent conflicts that serving two masters (employer and clent) creates, I formed my own SEC-Registered Investment Advisory (RIA) firm. Schwallier Wealth Management (SWM) was borne to serve clients directly without the trappings of a broker-dealer. As a fiduciary, SWM is required to always work in clients' best interests and fully disclose any conflicts of interest. As a fee-only firm, we work directly for clients and never accept any commission revenue that may create a conflict of interest. Using this approach, the firm has grown well from a single advisor office to a multiple advisor team with a robust staff.

Specialties

SWM strives to be Grand Rapids' most trusted provider of honest financial management to hardworking professionals and entrepreneurs. Meet the folks who make this possible.

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