About Us
client focused
Being an Independent firm allows us to choose from the entire spectrum of investment options without having to recommend proprietary products. When it comes to the management of your investments, our advisory team is able to use greater objectivity in our recommendations.
We are Client-Centered. We are committed to putting you and your goals first and we are willing to go the extra mile to ensure you have a great financial plan you are comfortable with. We understand that there is not a “one size fits all” solution and we will work to help you find solutions that are right for you.
our team
Trusted Alliances, Tailored Wealth.
At Swenson Wealth, strategic alliances are more than partnerships—they’re deliberate collaborations designed to empower our clients and extend our reach. By aligning with trusted firms in areas like estate planning, tax strategy, and insurance, we’re able to offer a more holistic wealth management experience. These alliances allow us to stay agile, deepen our bench of expertise, and deliver tailored solutions that support every stage of your financial journey. It’s all about combining strengths to create greater opportunities—for you.
Strategic Alliances
thomas hood
Investment Advisor
jeffrey skraban
Investment Advisor