The Rickaway Swisher Group
A team dedicated to serving your wealth management needs through a personal relationship and a depth of expertise.
Business Retirement Solutions
Estate Planning Guidance
Tax Planning Guidance
What Makes Us Unique
We’re dedicated to doing what’s best for you. By considering all aspects of your finances, our team gets to know you and develop a relationship based on experience and trust, always placing your interests first.
As a team with several advanced certifications, we integrate financial planning with our investment management services.
We specialize in holistic wealth management and wealth transfers between generations. We’ll design a plan to help you achieve your financial goals.
Whatever phase of life you’re in, our disciplined IDEAL process will help you organize your financial planning and investments and to better focus on your long-term financial goals.