Our team offers a highly personalized approach that helps you simplify the challenges that come with protecting, growing and transitioning wealth. We have spent over 25 years serving the complex financial needs of corporate executives, business owners and medical professionals.
Why do clients choose our team?
- Our 2020 Client Survey* resulted in a 96% overall client satisfaction rate
- 96% reported being appreciated as a client
- 98% reported having a trust based relationship with our advisors
- 98% reported that our team was always accessible and responsive
- We utilize the global resources of UBS – the world's largest wealth management firm
Jeff Swett has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020, 2021
- Financial Times 400 Top Financial Advisers, 2014
Jeff in the media
- Wall Street Journal – College savings in the age of COVID (Oct 2020)
- WealthManagment.com – The Shape of Things to Come (May 2020)
- Authority Magazine – Jeffrey Swett: 5 Things Retirees Say They Wish They Were Told Before They Began Retirement (March 2020)
- Boston Business Journal – Have we let our children down in the most highly educated state? (June 2019)
- Market Watch – How do-good DIY Investors can bring ESG into their stock portfolios (Jan 2019)
- Financial Advisor Magazine – Talk to Clients About Making a Contribution to the world (December 2018)
- Forbes – Does Increased Volatility Mean the Bull Market is Over? (October 2018)
- Money Inc. – When is it time to consider working with a Financial Advisor (February 2017)
- Financial Times – Jeff Swett is Recognized as one of the Top 400 Financial Advisor (April 2014)
Learn more about us
We are strongly positioned to meet the wide range of your sophisticated needs.
Resources for Clients