About Us

M.H. Swanson and Associates is a full-service financial services firm committed to helping people pursue their long-term financial goals. We offer a wide range of financial planning and wealth management services to individuals and business owners. We believe you will be better able to identify your financial goals and make sound decisions to help reach those goals when we provide you with solid financial information.

Our Background

Margreta Swanson Financial Advisor

Margreta Swanson is a Registered Investment Advisor Agent in Virginia and has been a Financial Advisor for more than 24 years. She specializes in working with women in transition— divorce, widow or retirement, to help them make sound financial decisions to reach their financial goals.

Margreta is a member of the Ed Slott** Master Elite IRA Advisor Group (www.irahelp.com), which trains Financial Advisors on complex retirement planning issues. Members have access to highly trained Professionals for expert consultation on complex Investment Retirement Accounts (IRA) and 401K Retirement Account problems.

So that she could offer a broad range of diversified financial investments and services to help clients meet their financial and retirement goals, Margreta became an investment advisor for Securities America in 2003.

Margreta began her financial career with Offerman and Company; a small Minneapolis based Investment Brokerage Company that was later merged with HD Vest Financial Services in 2002. She received her Ed.S. degree in 1982 from University of Northern Iowa, in Educational Psychology. Margreta is a member of Leadership Charlottesville, Class of 2010.

Securities Broker License in: CA, CO, CT, DC, FL, GA, KS, MD, NC, NJ, NY, OR, PA, RI, SC, VA, WA, WV
Insurance Broker License in: CT, DC, KS, PA, VA
Registered Investment Advisor License in: VA

 

Wendy Heifetz, MH Swanson and Associates

Wendy Heifetz is Director of Business Development for MH Swanson & Associates. Wendy coordinates and enhances the client service experience and develops new business relationships in the Charlottesville community. Wendy has a broad base of business and philanthropic experience. She began her career in the securities industry after graduating from Baruch College, City University of New York with a degree in Marketing/Management. Before moving to Charlottesville, Wendy ran a successful business traveling throughout the country conducting financial training sessions to prepare stockbrokers for their licensing exams.

Originally from Long Island, NY, Wendy moved from New Jersey to the Charlottesville area in 2007 with her husband, Bruce. She has two grown children, Marc and Alana. Before joining M.H. Swanson & Associates, Wendy served as the Director of Marketing for Winterhaven Assisted Living. She is currently a member of the South Keswick Owners Association Board, The Charlottesville Chamber of Commerce Aging in Place Business Round Table Executive Board and President of the local Chapter of Hadassah. In her spare time, Wendy and her husband are devoted animal lovers, avid gardeners and have been rescuing Greyhounds for the past 15 years.

Wendy is a member of Leadership Charlottesville, Class of 2013

 

MH Swanson & Associates is a Small, Women-owned, and Minority-owned Business (SWaM) certified Woman Owned Business Enterprise (WBE) in the Commonwealth of Virginia. Certification #701105.

SWaM is a certification program whose purpose is to enhance procurement opportunities for SWaM businesses wishing to participate in state-funded projects. SwaM certification is not an endorsement of the financial planning or investment services offered by the representative and is no guarantee of investment success.

 

** Ed Slott’s 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 the representative. Ed Slott’s Elite IRA Advisor Group™ members pay a fee for the educational programs that allow them to be included in the Ed Slott’s Elite IRA Advisor Group™. Membership does not guarantee investment success.