To see if we are a match, make a free, no obligation appointment for us to find out more about your needs and then determine if our services are right for you.
With our investment advisor team comes wisdom. Not just credentials, training, and continuing education but real market experience. Our founders, Bart Schannep, having started in the industry in 1983 and Rob Wright in 1994, lead with investor experience and market knowledge. This is a great benefit to our team and our clients. Although times change and events are always new, our experience has taught us that investor actions and reactions are not new and that emotional decisions are frequently poor decisions.
An investment advisor is considered a fiduciary and held to a higher standard when compared to a financial planner. This means that we are required to keep your best interests in mind. We have held this basic belief for many years and will always give you the highest standard of care.
Southwest Investment Advisors is a family oriented company. Our goal is to help families successfully transition from wealth accumulation to retirement and the eventual transfer of wealth to the next generation.
Because of this independence, we are not tied to any one particular fund or investment product. This allows us to develop and prepare you a financial plan based entirely on your needs, objectives and goals in mind.
Most of what we do to help our clients succeed, you will never hear about. We do it because we care. We do it because we are obsessed with client success. We do it because it’s more fun and more inspiring to have successful friends.