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Welcome...
Welcome
to the firm your current advisor was hoping you would never find. SWA is a retirement planning, investment
management firm focused on zero tax planning and designed to offer actively managed portfolios we call SectorFolios.
There is no one in Utah doing what we are doing. Core
Values...
The Core Values exist for all employees of SWA. They are for all
of us to read, to understand, to live by, and to strive for.The Core Values are much more than minimum standards. They remind us what it takes to provide the best service. They
inspire us to do our very best at all times. Integrity always, Clients come first, and Excellence in all tasks. These are the SWA Core Values. We strive to learn them . . .
commit to them . . . live them . . . and encourage others to do the same.
Introducing our CIO...
Mark K. Lund – is our firm’s founder and lead portfolio manager. In addition to working
with his clients as their Asset Manager, Mark is
the author of the forthcoming book, “The Art of making money!”
He publishes two newsletters called, “The Mark Lund Growth Report"
and "The Investment Strategist.”
He produces a regular podcast called "Mark Lund on Money"
you can find on iTunes. He has written articles for or been quoted in: The
Salt Lake Tribune, The Enterprise Newspaper, The Utah Business
Connect Magazine, Univision Online, Newsmax.com, Lovetoknow.com, Ezine @rticles, just to name a few.
You also may have seen him on KUTV channel 2, or as a guest
speaker at a local association or business. Mark also is a regular guest speaker for other advisors throughout the United
States in the areas of practice management. Mark has spent over a decade managing private investment portfolios
for his clients. His clients have used his ideas to help reduce their taxes in retirement, pass on their estate tax-free and
enjoy more spendable income. To learn more about Mark you can visit his personal website by clicking here.
Watch Mark's TV commercials, click here
Site Overview...
Please browse
this website for detailed information on how we can help you with 401(k) rollovers, retirement planning, life insurance, mutual
funds, or financial planning needs. Our goal is to maximize your money and imporve the plans you have. And
make sure to get a copy of your free CD “How to potentially get your retirement nest egg tax-free!”
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| FREE CD click here |
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| For more informaion click on picture |
| Economic Updates "The Mark Lund Growth Report" |
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| Sign up for a FREE subscription |
| Monthly newsletter "The Investment Strategist" |
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| Click to subscribe for your free copy |
| Monthly Podcast |
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| www.MarkLundonMoney.com |
| Our offices |
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| Located in So. Jordan, Utah. Click on building for address and directions. |
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