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What We Do

We’re here to help you turn your financial windfall into financial independence.

Our mission at Sweven Wealth is to educate and empower our clients with the clarity and confidence to achieve financial freedom. We are an independent, hourly-based financial advisory firm that donates 100% of its profits to programs committed to consumer awareness and financial literacy. We subscribe to an individualized process intended not only to preserve, manage, and grow your money, but also show you different possibilities for your future. Let’s make this thing better for all of us.

Sweven Wealth Comprehensive services

Risk Management

Assess your exposure to risks that could adversely impact your financial picture

Investment Planning

Asset selection and allocation, likelihood of reaching financial independence

Cash Flow Analysis

Recommendations on how to reduce expenses, cash reserve/emergency fund placement, prioritization of debt repayment

Educational Planning

Savings strategies, positives and negatives of various college savings vehicles

Retirement

Distribution strategies, maximizing employee benefits

Investment Consultation

Understanding appropriate investment vehicles (cost, diversification, tax implications)