SWAI, is a registered investment advisory firm in the State of Georgia. SWAI combines financial education, advice, and financial management to ensure the most sophisticated investor or average person is equipped with the knowledge and tools needed for successful decision-making. Our goal is to protect individuals, families, and businesses utilizing a client-centered approach through all phases of financial development; from the basics of investing to fulfilling legacy, while honoring God in our endeavors. Our day-to-day work focuses on addressing and solving our clients’ most pressing tax, estate and financial concerns. We help our clients take deliberate actions to accomplish what’s most important. In general those actions focus on five key planning areas, namely: - Wealth Advisory and Management Services - Financial Planning - Tax Preparation - Tax Mitigation and Other Services - Financial Literacy Outreach Services SWAI’s objectives are to provide the highest level of investment management, which includes customized financial plans and tailored investment strategies, to achieve overall financial goals. Our firm provides continuous advice to a client regarding the investment of client funds based on the individual needs of the client. Through personal discussions in which goals and objectives based on a client’s circumstances are established, we develop a client’s personal investment policy or an investment plan with an asset allocation target and create and manage a portfolio based on that policy and allocation target. Account supervision is guided by the stated objectives of the client (i.e., maximum capital appreciation, growth, income, or growth and income), as well as tax considerations. We also teach and increase financial literacy in the areas of income protection, savings, wealth building, retirement planning, and legacy planning, while ensuring the goals and concerns of our clients remain a priority.