Our Process

The SW Process

Savior Wealth is dedicated to working with individuals and families to help them achieve their financial objectives. We provide individuals, families, and family businesses comprehensive and personalized wealth management solutions in what we call the SW Process.

Industry statistics indicate that while nearly all Financial Advisors provide investment management services, only 7% offer ongoing assistance with the planning and management of the non-investment parts of your financial life.

Savior Wealth, on the other hand, takes a truly comprehensive approach to wealth management which we call the SW Process:

·         Lifetime Financial Planning

·         Investment Management

·         Lifetime Financial Management

·         Relationship Management

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Lifetime Financial Planning

The SW Process begins with a custom, comprehensive financial plan aligned to your specific needs, goals, and time frames.

  • Goal-Based Planning
  • Retirement Planning
  • Life Events Planning
  • Cash Flow Planning

Savior Wealth believes that financial planning isn’t a one-time event, but an evolving process that reflects changes over your life. Just as your personal goals and finances change, so should your financial planning. This process is captured in our Lifetime Financial Planning service.

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Lifetime Financial Management

The SW Process begins with a custom, comprehensive financial plan aligned to your specific needs, goals, and time frames.

  • Wealth Enhancement
  • Wealth Transfer & Estate Planning
  • Wealth Protection & Insurance
  • Executive Compensation
  • Credit & Lending
  • Charitable Giving
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Relationship Management

Savior Wealth believes that Relationship Management goes beyond the relationship between ourselves and our client. It is also the coordination on your behalf of our professional advisors and administrative support team.

  • Individual Clients & Families
  • The Professional Network
  • Operational & Administrative Support
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Investment Management

Through our discretionary approach to investment management, we will advise you on an optimal portfolio strategy and expertly navigate you through the financial markets. Our fiduciary standard of care commits us to invest in funds that are solely in your best interest. Savior Wealth will expertly create and execute a customized portfolio across all traditional and alternative asset classes.  We take into consideration both fundamental and technical analysis in every investment position we execute.

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