Your Financial World – Simplified

The Swett Wealth Management Group

Why do clients choose our team?

Our team offers a highly personalized approach that helps you simplify the challenges that come with protecting, growing and transitioning wealth. We have spent over 25 years serving the complex financial needs of corporate executives, business owners and medical professionals..

  • Our 2020 Client survey resulted in a 96% overall client satisfaction rate
  • We are deeply focused on trust based relationships with our clients
  • We are passionate about what we do and finding solutions for our clients
  • Clients can reach out to us at any time about all of their financial questions, big or small
  • We utilize the global resources of UBS - the world's largest wealth management firm
Jeff speaking at the recent Forbes/SHOOK conference

The proof is in our numbers


appearances in the media

Over 1 billion

Assets under management

7 person

seasoned team

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.


Managing executive wealth

medical professional

Planning for medical professionals

business man

Serving the needs of business owners

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager