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Schwallier Wealth Management
- Investment Service
- Ada, MI
About this business
SWM History Adam Schwallier began his career as an advisor at a broker–dealer, and quickly realized that this was not the approach he believed to work best for clients to achieve their financial goals and objectives. With over 10 years of industry experience, Adam branched out and formed his own Registered Investment Advisor (RIA) firm in 2007: Schwallier Wealth Management (SWM). SWM was founded to serve clients directly without the trappings of a broker-dealer. As a fiduciary, SWM is required to always work in the client's... read more
Location details
4764 Fulton St. East, Suite 201, Ada, MI, 49301, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I searched for a long time to find a financial advisor. My wife and I drove 40 minutes to meet with Adam. I do all of my own investing, but everyone needs someone looking over their shoulder when dealing with money. Lots of people can give you advice, but being an engineer, I wanted someone with a strong math background. Adam has that. We have had multiple in-depth discussions and when I have fact checked what he tells me. He is right on. I have recommended him to friends and would recommend him to you. At this point I... read more
Adam and his staff are FANTASTIC. Very helpful in all aspects of Financial and Tax Planning. Especially for those over the age of 62. I will recommend Schwallier Wealth Management to Family and Friends without hesitation.
Adam and his team were recommended to us a few years ago and we couldn’t be happier. They are consummate professionals with the ability to make you feel like family. They go above and beyond whenever you have a financial question, whether or not it is product they are managing. We know our money is beginning managed by a team that really cares about their clients.
We talked with several investors before choosing Adam. We were treated with respect, like we were family. Adam understands the importance of the decision to choose who invests your hard earned money. Taking the time to know your clients is Schwallier Wealth Management. Thanks Adam for all you do.
Adam has put together a great team. Always informative, they make time to answer my questions. I am very comfortable here, and feel the advice and support are just what I was looking for.
Frequently asked questions about Schwallier Wealth Management
How is Schwallier Wealth Management rated?
Schwallier Wealth Management has a 5 star rating with 11 reviews.
When is Schwallier Wealth Management open?
Schwallier Wealth Management is closed now. It will open on Monday at 8:00 a.m.