About S.W.E. Ventures
A comprehensive financial services firm built on one principle: your best interests come first, always.
Who We Are
S.W.E. Ventures is a comprehensive financial services firm specializing in retirement planning, insurance advisory services, and wealth management strategies. We provide individualized retirement planning focused on maximizing income for life — including assisted care income doubling plans — tailored to each client’s unique situation.
We are also proud to be associated with a larger network of financial professionals, giving our clients access to greater scale, stability, and a broader range of solutions than a traditional solo practice can offer.
Susan holds a fiduciary license, which means she has an ethical and legal obligation to always put what is best for her clients ahead of her own interests — no exceptions.
Who We Serve
Pre-Retirees & Retirees
Individuals focused on protecting and growing assets as they approach or enter retirement, with strategies for income, taxes, and long-term security.
Long-Term Investors
Investors who can benefit from compounding growth over time and want innovative products for risk management, tax minimization, and wealth accumulation.
Sophisticated Investors
Those seeking above-average returns through non-traditional financial products that outperform conventional CDs, IRAs, and 401(k) plans.
Our Network & Capabilities
Being part of a broader professional network means we can bring resources and product options to the table that a standalone advisor typically cannot. Whether your needs are straightforward or complex, we have access to the right tools and partners to serve you well.
Our advisory services span multiple licensed disciplines, giving you a single point of contact for a wide range of financial and insurance needs.
- Retirement income planning & Social Security strategy
- Tax-efficient withdrawal and RMD planning
- Life & health insurance products
- Property & casualty insurance (home, auto, liability)
- Real estate and market-based investment products
- Long-term and short-term benefit products
- Estate and beneficiary planning support
Career Opportunity
We are actively seeking full-time and part-time individuals interested in joining our network to provide solutions that fit the needs of clients. Comprehensive training is provided on every product we represent — no prior experience required.
If you are looking for a meaningful career helping people navigate one of the most important financial transitions of their lives, this could be the best professional decision you ever make.
Learn About Joining Us“We love helping people.”