Independent Wealth Management in Charlottesville, Virginia
M.H. Swanson & Associates offers Independent Wealth Management to clients. Located in Charlottesville, Virginia we provide comprehensive financial planning and investment advisory services. We are an independent financial advisor helping clients with retirement planning, social security planning, investments, tax planning, estate planning, insurance, college funding and small business planning. Margreta Swanson, the firm's president is a registered investment advisor agent.
The firm specializes in helping people dealing with life’s transitions such as divorce, retirement, or death of a spouse, that often trigger the need to re-evaluate and take control of financial assets.
We believe that there are opportunities and rewards when you take a proactive approach to your personal financial situation. We’re here to help educate you about the basic concepts of strong and balanced financial management. As part of that goal our website has a variety of financial resources available to help you gain a better understanding of investing, estate and retirement planning, and wealth preservation. Most importantly, we hope you will see the value of working with our skilled professionals to pursue your financial goals.
Ed Slott's Master Elite IRA Advisor Group is for investment services only. Ed Slott's endorsement does not extend to the financial planning or investment advisory services offered by advisors at MH Swanson & Associates. Ed Slott's Master Elite IRA Advisor Group members pay a fee for the education programs that allow them to be included in the Ed Slott's Master Elite IRA Advisor Group.