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Welcome to
SWS Financial Group

Since our inception, SWS Financial Group has focused our efforts on helping individuals, families and business owners with strategies to accumulate, protect and preserve their wealth. Our philosophy is to work with clients first, to secure a foundation based on risk management products and then to help them construct a portfolio to meet their individual, family and business goals with strategies that reduce risk and taxation.  

By capitalizing upon our extensive capital markets expertise and hand-picked network of professionals across a variety of disciplines, we have the ability to provide our clients with experienced, integrated financial planning* that eliminates the need to assemble multiple advisers from multiple firms.

Through our extensive professional network, we provide our clients access to strategic resources, including:

  • Trust and Estate Attorneys
  • Real Estate Attorneys
  • Merger and Acquisition Attorneys
  • Certified Public Accountants
  • Charitable Advisors
  • Real Estate Development Companies
  • Private Equity Firms
  • Customized Executive Solutions
  • Property & Casualty Insurance
  • Health Insurance

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Financial planning provided through affiliation with Eagle Strategies LLC, a Registered Investment Adviser.