Business Information
SWM History Adam Schwallier began his career as an advisor at a broker–dealer, and quickly realized that this was not the approach he believed to work best for clients to achieve their financial goals and objectives. With over 10 years of industry experience, Adam branched out and formed his own Registered Investment Advisor (RIA) firm in 2007: Schwallier Wealth Management (SWM). SWM was founded to serve clients directly without the trappings of a broker-dealer. As a fiduciary, SWM is required to always work in the client's best interests and fully disclose any conflicts of interest.

Opening Times

Monday

08:00am - 05:00pm

Tuesday

08:00am - 05:00pm

Wednesday

08:00am - 05:00pm

Thursday

08:00am - 05:00pm

Friday

08:00am - 05:00pm

Saturday

Closed

Sunday

Closed

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