Frequently Asked Questions

Do I have to be a client of Schmidt Westergard to use SW Wealthcare? No.  Many of our clients have long-standing relationships with other CPAs and we respect those relationships.  However, those clients working with Schmidt Westergard and SW WealthCare enjoy a unique one-stop comprehensive experience.

 

What is the value of choosing SW Wealthcare? We take a very personalized approach to your financial plan. We also coordinate with other service providers to assemble a team of experts to meet your needs. By focusing on what’s important to you, we can create a plan that’s right for you and provide the expertise to accomplish your goals.

 

How is SW Wealthcare paid? We are a fee-based wealth manager, meaning our fees are based on a percentage of the assets we manage.  We only benefit as your assets grow, so it’s in our best interests to understand and support your unique goals.

 

Who do you serve? We serve individuals and businesses. Individuals benefit from our financial planning and investment consulting and businesses benefit from our 401(k) and retirement plans. We meet with you regularly to help ensure that your plan is in line with your goals.

 

What special certifications or skills do you have? Kevin is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), he holds the Personal Financial Specialist (PFS) designation with the AICPA and passed the series 65, Arizona Life and Health Producer, and Long-Term Care insurance license exams.  Kevin has worked in financial services for over 20 years.

 

Describe your investment platform. We take a scientific approach to investing.  Our investment philosophy is steeped in academic and Nobel-prize winning research. We customize risk-based portfolios using broadly-diversified, low-cost, asset class funds by noted institutional money manager Dimensional Fund Advisors.  These portfolios typically include as many as 10,000 securities from more than 40 countries, representing more than 30 currencies and are designed to keep costs low, minimize taxes, and control risks.

 

What services do you offer? To complement our advanced planning and investment consulting services, we assemble a team of experts specifically tailored to meet all your financial needs. From estate planning attorneys to Medicare experts, mortgage brokers to long-term-care insurance providers, we will bring the resources to you.

 

 

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