Investment Management

At Swenson Wealth we believe no two investors are alike. In order to help each client pursue their financial goals, we use a personalized approach to investing. Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon and income needs. The investment strategies that we select are designed based on your investment goals.

Alternative Investments

Outside the familiar world of stocks, bonds, exchange-traded funds and other traditional investments, Swenson Wealth offers some alternative investment vehicles that may be right for some accredited investors. Our alternative investments include venture capital, private equity, or real estate investment trusts.

Fill out the form to learn more about a complimentary, Portfolio Analyses Review or our Alternative Investments.