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Financial advice for today, leadership for tomorrow

Founded in 1989, Sweetwater Investments is a client-driven, fee-only, independent wealth management and financial advisor providing comprehensive and customized solutions to the challenges you face in managing your finances. For over 25 years, we have delivered award winning, institutional quality, asset management advice and implemented financial plans tailored to the specific needs of our clients’ portfolios. We focus on protecting our clients’ assets while maximizing their profits. Our clients are as unique as their portfolios; we serve individuals and couples starting out or nearing retirement, business owners with retirement plans, endowments and trust funds.

We are committed to developing long-term trusted advisor relationships with our clients. We customize financial and
wealth investment plans with the focus of helping you define and reach your financial goals. Our aim is to simplify the complexities and the burdens that come with the accumulation of wealth.  Contact us for a complementary appointment beginning with a simple financial plan for success.
We don't want you to make just any decision, we want you to make the right decision for your circumstances.