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Client Experiences

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Client Experiences

SHWM believes strongly that affluent individuals, families and institutions deserve objective advice. We partner with you to tackle all your financial challenges and goals – serving as a trusted advisor you can depend on for timely, objective advice that always has your best interests at heart. Because we do not sell products, we are able to provide unbiased options and recommendations. Following are some stories of ways we have worked with our clients to help them solve problems or achieve their goals.

Recently, a woman in the early stages of a divorce was referred to us by her attorney. The couple had been married almost 20 years and had amassed significant wealth, possessions and some debt. Although she had worked after their children went to college, her employment was not the primary source of income for the couple. She had not been involved in the family’s financial planning or investment decisions and was unsure of next steps. She needed advice and guidance from her entire team of advisors to ensure that she received a fair settlement that would provide a secure income for her.