Professional Managers of Assets and Investments

We are glad you found us! Take some time to look around and if your interest is piqued, drop us a line. We’d love to hear from you.

Our firm was founded on the premise that you want to work with an objective, seasoned financial professional whose only loyalty was to you. We envisioned a firm where the financial advisors were not commission based salespeople, but truly advisors who were masters of their craft. We wanted to create a fee-only firm where you knew your best interests always come first. And so in 2008, SDW Investment Advisors was born.

By creating our firm, we gained the ability to be fierce advocates for our clients, bringing clarity and transparency to every situation. We gained the ability to harness the latest and most powerful financial technology. We gained the ability to utilize independent research from the leading academics and economists of our time. And finally, and most importantly, we gained the ability to be accountable solely to our clients, without exception.

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