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  • Business Owners / Family & Lifestyle

    The Secret to Developing Financially and Entrepreneurially Successful Children

    The Secret to Developing Financially and Entrepreneurially Successful Children

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  • Business Owners

    What Would You Do If You Unexpectedly Lost A Key Employee?

    What Would You Do If You Unexpectedly Lost A Key Employee?

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  • Business Owners

    Hidden Treasures: Overlooked Assets That Could Create A Taxable Estate

    Hidden Treasures: Overlooked Assets That Could Create A Taxable Estate

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    If Tomorrow Isn’t Promised, Then Is Now The Right Time?

    If Tomorrow Isn’t Promised, Then Is Now The Right Time?

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  • Business Owners

    A Family Business Legacy Isn’t Built Overnight

    A Family Business Legacy Isn’t Built Overnight

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  • Business Owners

    This Year’s Business Resolution: Ensuring You Have Healthy and Happy Employees

    This Year’s Business Resolution: Ensuring You Have Healthy and Happy Employees

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9750 Ormsby Station Rd.
Suite 102
Louisville, KY 40223

(502) 805-3000

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  • About Us
    • The SWA Difference
    • Meet Our Team
    • Who We Serve
  • Client Experience
    • Becoming A Client
    • Ongoing Relationship
  • Services
    • Financial Planning
    • Investment Management
    • Implementation
  • Resources
    • Insights
    • Financial Planning Foundations
    • Calculators
    • CRS Form
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