At Swiller Lederfine Wealth Management, we understand not only what it takes to build, preserve and pass on wealth, but also how these decisions can impact the future well-being of our clients—successful business owners, executives and most important—families. Our advice and solutions are based on much more than investments—on people, their financial concerns today and how we can make a difference in their lives across generations.
We’ll focus on your financial world, so you don’t have to. Given our experience managing wealth in every environment, our team is dedicated to providing the planning and wealth management guidance you need to weather difficult markets and pursue the goals that matter most.
We’ve created a family office environment where service comes first and our advice is integrated to address all of your family’s financial goals and concerns. We’re committed to earning your trust so that you can comfortably focus on the other areas of your life knowing we’re dedicated to helping you.
The most important thing in the world is family and love.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Authorized Officer
Team Administrator
Senior Vice President–Wealth Management
Financial Advisor
Senior Wealth Strategy Associate
Authorized Officer
Team Administrator
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
The five hallmarks of a successful sale
Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.
