We Work Together to<br>
			Improve Your Financial Life We Take the Time to Get to Know You We Offer Significantly More Than Investments

We Work Together to
Improve Your Financial Life

We Take the Time to Get to Know You

Southwestern Investment Group operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.

Get to Know us

We Offer Significantly More Than Investments

We care for your money with integrated services that focus not only on wealth enhancement but wealth protection, wealth transfer, and charitable giving. Addressing all these elements is important to develop the best plan for you.

How we work with you

Engage

Engage

We connect with you to get to know you personally, as well as your overall situation.

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Plan

Once we have full knowledge of who you are and what you want to accomplish, we design your customized plan.

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Steward

As your situation evolves, we constantly look for ways to enhance your plan through tax, risk, and wealth management strategies.

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See Our Services

Find an Advisor

Though each of our teams and advisors may vary in their focus and technique, we have a common purpose and share in the same successful approach to planning—creating a comprehensive financial plan, tailored to your individual and personal goals.

Find an Advisor

Resources

  • financial-documents-to-keep

    What Financial Documents Should You Keep (and for How Long)?

    November 30, 2021

    While it can feel liberating to shed piles of paper documents, financial

    Read More

  • holiday-financial-checklist

    Holiday Checklist: Spreading Cheer with Finances in Mind

    November 24, 2021

    The holidays can be such a joyful time for both giving and

    Read More

  • refinance-student-loans

    Can You (And Should You) Refinance Your Student Loans?

    November 17, 2021

    If you have student loans, you’ve probably considered refinancing more than once.

    Read More

See More Resources