Home - SWC Capital Management

OFFICE (786) 674-7718

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Your Journey to Financial Independence

Expert Advice

With decades of financial markets experience at your disposal, you can be confident in your decision to work with SWC Capital.

Result Based

Our Strategy is judged by the results we achieve for our clients, ALWAYS.

Professional Team

The team at SWC Capital is ready to serve you with professionalism and reliability.

Planning Tools

At SWC, we will provide you access to financial planning software to help you analyze your retirement goals and needs.

About SWC Capital

25+

Years Of Financial Market Experience

Security
Simplicity
Transparency

SWC Capital Management originated with my desire to create a better investment management firm in keeping with these complicated times. We are a fee-only advisory company that provides comprehensive investment solutions but allows clients to retain as much control of their investments as they would like. Many of our strategies are quant-driven, and we understand and analyze the data but act with a human touch. Transparency in products and fees is our mantra; security and growth of our clients’ investments are our objectives. And we harness the power of derivatives to help achieve clients’ goals. Most importantly, my vision is to build a firm that exists for others, where everything is built to help clients plan their futures and increase their financial independence.

At SWC we have a range of flexible portfolios to help meet your investment needs.