SWC — The Company

Discover the SWC difference — we’re a tax planning and financial strategy firm built on purpose.

Helping our clients build and leverage their wealth to enhance their personal and financial freedom is a big part of what we do. And in order to help you get there, we offer a range of services. Whether you’re a real estate investor, entrepreneur, business owner, high-net-worth individual — or someone who aspires to be them all —we’re committed to helping you identify and achieve your financial goals and objectives.

Now, if someone pressed us to define who we are, what we do, why what we do matters, and why we’re better than other firms who claim to offer the same or similar services, we’d share the following:

  • Who we are: Practically speaking, we’re Southern California’s independently owned tax planning and financial strategies advisory firm for entrepreneurs and small business owners, real estate investors, and high-net-worth individuals.
  • What we do: What we do can be boiled down to this — we partner with our clients to increase their net-worth.
  • Why it matters: Because net-worth is the most accurate way to measure one’s financial health.
  • Why we’re better: Unlike some other firms, where complex tax challenges and financial opportunities are often met with turnkey solutions, our plans are handcrafted and personalized with your unique long-term goals and objectives in mind.

And there’s more…

Discover the SWC Difference

Laura Stees meeting with clients

Our Mission

We’re a mission-driven firm with an abundantly clear reason for being: To increase our clients’ net-worth. It’s the focus of everyone at our firm. Every service we provide furthers that mission.
Laura Stees meeting with clients

Our Vision

Looking beyond ourselves is what informs our vision, which is a world in which more people are empowered to understand and increase their net-worth themselves. One way we support this is by publishing weekly blog posts packed with insights about practical steps you can take right now to save on your taxes and increase your net-worth.

Laura Stees meeting with clients

Our People

Nothing we do would be possible without the people behind the SWC brand. Meet our team of dedicated tax planning and financial strategy professionals by visiting our Team page.

The bottom line on our tax planning and financial strategies firm.

By creating personalized tax plans and offering thoughtfully informed financial advisory services, we help our clients increase their net-worth and improve their financial health. And if that’s something that resonates with you, we’d love to start a conversation.

Every Opportunity Begins with a Conversation

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Fri.: 9 a.m. – Noon PT

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The Small Business Guide to Reducing Your Tax Burden Legally

The tax code has become complicated to the point where Albert Einstein wouldn’t be able to unpack it. The good news is that you don’t have to be a genius to reduce your business taxes.

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