Schwallier Wealth Management

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18 Years

in Business

Accredited

Business

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General Info: SWM History Adam Schwallier began his career as an advisor at a brokerâ??dealer, and quickly realized that this was not the approach he believed to work best for clients to achieve their financial goals and objectives. With over 10 years of industry experience, Adam branched out and formed his own Registered Investment Advisor (RIA) firm in 2007: Schwallier Wealth Management (SWM). SWM was founded to serve clients directly without the trappings of a broker-dealer. As a fiduciary, SWM is required to always work in the client's best interests and fully disclose any conflicts of interest.
BBB Rating: A+
BBB Rating and Accreditation information may be delayed up to a week.
Other Link: website
Categories: Investment Management, Banks, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service

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Phone: (616) 855-2051

Address: 4764 Fulton St E Ste 201, Ada, MI 49301

Website: website