SEC CRD #801-72203
Swenson Hughes Wealth Management | True purpose for money Skip to content Search Home Clarity. Integrity. Trust. Are you using your money with purpose? Are you maximizing the assets at your disposal? Discovering your true purpose for money is just the beginning of your journey at Swenson Hughes Wealth Management. Because when it comes to financial planning and wealth management, our team takes a values-based planning approach to your financial well-being, guiding the accumulation, management, and growth of wealth with purpose over a lifetime. From customized financial planning and tailoring investment solutions to your unique needs, to wealth management, proactive tax strategy and retirement planning, our team takes pride in getting to know you. We take a genuine interest. We understand what drives your decisions around money and help to reshape perception of money as a means rather than an end. We have thoughtfully built a team with more than 50 years collective experience, working with legacy clients who value honesty and authenticity. We take pride in delivering high quality financial advice in the best interest of our clients, at all times. Explore our services and schedule a complimentary consultation with us today. Contact Us Investment Wealth Management We are fiduciaries with the investment universe at our disposal, tailoring fully customizable portfolios to maximize total risk-adjusted return. Financial Retirement Planning Our holistic approach considers all the room
JAMES R. CANNON
CEO
๐ (877) 257-3840
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AUM
$5.6B
Check Size
$11Mโ$11M
Location
PHOENIX, AZ
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