Southwestern Advisors Invited to Barron’s Teams Summit 2020

Southwestern Investment Group was honored to have members of our team attend this year’s Barron’s Teams Summit. An invite-only event held by Barron’s Advisors, the Teams Summit is a three-day experience for elite-tier advisory teams to build their customer-centric tools.

Barron’s Teams Summit provides advisors with a path to raise the bar for client service, improving overall client outcomes. Southwestern Investment Group advisors are continually striving to learn new and innovative ways to impact our clients’ lives. Our teams regularly participate in learning experiences that allow us to help clients achieve their loftiest financial goals and create sensible plans for long-term financial wellness.

Contact Southwestern Investment Group today to be connected with a financial advisor in your area.

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