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Swenson Wealth

SwensonWealth Management

Plan • Insure • Invest • Retire

SwensonWealth Management

Plan • Insure • Invest • Retire

SwensonWealth Management

Plan • Insure • Invest • Retire

  • Income Planning
  • Investments
  • Estate Planning
  • Life Insurance
  • Medicare
  • S.S.
  • Tax Planning

Swenson Wealth Management

Swenson Wealth Management, an/a SEC or state registered investment advisor serving Sioux Falls, SD and the surrounding communities, provides comprehensive financial strategies and asset management in collaboration with our clients.

We’re driven to provide the families and businesses we serve with innovative financial strategies, solutions and planning that can result in financial health, clarity, and security. Our foundation for success at Swenson Wealth Management is an unyielding commitment to our clients that leads to lifelong relationships.

Swenson Wealth Management arms investors with custom-tailored investment strategies that can help meet short and long-term needs. We provide full transparency through our separately managed accounts.

Our goal at Swenson Wealth Management is to help our clients realize their financial dreams through creative solutions in an open and transparent process that can incorporate both financial and insurance* solutions to help achieve financial independence. As a fiduciary, we’re legally obligated to put our clients’ interests first.

We help empower our clients to navigate today’s complex financial world with customized plans that fit their personal, family, and business needs.

*Insurance offered through Swenson Wealth Management.

Empowering Clients

Income Planning


We are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of tax advantaged vehicles to accomplish your retirement income goals.

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New Generation Retirement


New Generation Retirement® is a holistic approach to retirement planning consisting of a five-step system that we complete together.

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Social Security


We help our clients develop an understanding of their Social Security benefit. There is a lot to learn about Social Security, and it is important for you to be educated so that you head into retirement with a plan on how you will rely on your benefits.

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Get In Touch

5002 S. Broadband Lane Suite 110
Sioux Falls, SD 57108

605-274-8707

Our Company

  • Home
  • About Us
  • Events
  • Contact Us

Our Services

  • Income Planning
  • Investment Management
  • Estate Planning
  • Life Insurance
  • Long-Term Care
  • Medicare
  • Social Security Maximization
  • Tax Planning

Our Company

Our Company

Investment Advisory Service offered through Alternative Investment Advisors, LLC. (AIA), an SEC Registered Investment Advisor. AIA and its advisors do not render tax, legal or accounting advice. Fixed insurance products and services are offered through Swenson Wealth Management. Swenson Wealth Management is not a registered investment advisor and is not a subsidiary or affiliate of Alternative Investment Advisors, LLC. Swenson Wealth Management and their individually licensed and appointed insurance agents, and AIA are not affiliated with or endorsed by the Social Security Administration or any government agency.

Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited.