Welcome to Sweetwater Investments, Inc.
Sweetwater Investments is
a client driven, independent, fee only financial advisor
providing a select clientele with comprehensive,
independent and customized solutions to the challenges
of managing wealth.
its founding in 1989 Sweetwater has worked with both its
clients and their advisors to grow, enhance and most
importantly, protect wealth through a combination of
objective advice, goal driven customized strategies and
by constantly reappraising the relationship of risk and
reward between various asset classes.
creating solutions to our client’s needs Sweetwater
relies on time tested investment disciplines, risk
control measures, constant supervision, a deep knowledge
of the financial markets and a extensive network of
methods and disciplines are not subject to the changes
in market sentiment and therefore are likely remain the
core of the client’s portfolio providing safety, peace
of mind and the stability to pursue other interests.
We are tax sensitive investors.
entering a relationship with a client, Sweetwater does
so with two goals in mind. First, to serve the
client in such a fashion as to become the client’s
trusted advisor, and second to service the needs of the
client so well that they will unhesitatingly refer
Sweetwater to every one they know.