KEEP WEALTH -- Techniques, tools and strategies for building and protecting wealth.

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Free 30-Minute Consultation

Thomas Swenson, JD

Consultation

We meet virtually or in-person to identify your current resources and your future needs and aspirations, both financial and personal.

Invetment data

Planning

Having analyzed your assets, needs and goals, we select the strategies, techniques and tools for building and protecting your wealth.

Manage money

Action

We implement a proactive, holistic long-term plan that builds and preserves your wealth and your values, while including the flexibility to adapt to changing or unexpected circumstances.

Your 30 minute consultation is free

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