Swell Private Wealth

Steve and his team are fantastic at listening to what our thoughts are about our future goals. Steve provides great advise, and analogies, that we can follow and understand. Investing for your future is scary and Steve makes sure you are fully aware of the risks and safety of all the different investment portfolios. We have been with him for a number of years and have seen growth in our investments. Give them a call. Great team, Great Investor and a Great guy.

Steve and his team have been helping me ever since I was in school! He is very knowledgeable, professional, courteous and down to earth! He has a great ability to make insurance and investment lingo much more understandable to the lay person! I have recommended Steve to many of my colleagues and could not ask for a better wealth/insurance Guru! Thank you to Steve and his team at Swell Private Wealth!

Steve and his staff are always helpful and friendly. Unlike the with the big banks, it is always easy to get a hold of a live person when phoning Swell Private Wealth. SPW has been able to find me investment rates that are higher than what the local banks offer.

I work indirectly with Steve, but can say he is very knowledgeable, caring and has the clients best interests in mind. His expertise in financial planning is 5 stars

Steve is knowledgeable and it’s easy to get in to see him. His staff are friendly and helpful. It’s a very down to earth place to do business and puts the customer at ease.