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Schwallier Wealth Management

  • Investment Service
  • Ada, MI
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About this business

FinanceFinancial ServicesInvestment Service

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

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Mon8:00 a.m. to 5:00 p.m.
Tue8:00 a.m. to 5:00 p.m.
Wed8:00 a.m. to 5:00 p.m.
Thu8:00 a.m. to 5:00 p.m.
Fri8:00 a.m. to 5:00 p.m.
5.012 reviews
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Frequently asked questions about Schwallier Wealth Management

How is Schwallier Wealth Management rated?

Schwallier Wealth Management has a 5 star rating with 12 reviews. 

When is Schwallier Wealth Management open?

Schwallier Wealth Management is open now. It will close at 5:00 p.m.