Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Our business begins and ends with family. In our 3rd generation, now under the leadership of Zachary Steinhandler and Perry Steinhandler, we see each new prospective client as a member of the SWA family that we have not yet met.
With a combined over 70 years of financial services experience, our SWA family has expanded to include a trusted network of CPA’s, Attorneys, and Estate Planners. Our goal with each client is to use conservative tax efficient money strategies to get you to and through retirement, and to pass money to next generations using similar methods. We look forward to building more lasting relationships with you and our families.
As taking care of those who need our helping hand we also gladly support the American Cancer Society, The ALS Association, and Wounded Warrior Project.