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.

Since 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.

In 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 external resources.

Our 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.

In 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.