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About SWMG
An independent financial planning and investment management firm specializing in high-net-worth clients and business owners. Services include financial planning, retirement planning, business planning, investment management, insurance planning, tax strategies, estate planning, and financial education.
Industry
Wealth Management / Financial Advisory
Headquarters
Fort Worth, Texas
Company size
11-50
Founded
2007
What we do
Financial planningInvestment managementRetirement planningEstate planningBusiness planningInsurance planningTax strategies
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