top of page

TIMOTHY WHITE / MANAGING DIRECTOR / JOHNSON & WHITE WEALTH MANAGEMENT, LLC

"SWAYZE'S UNFAILINGLY SOUND ADVICE IS UNENCUMBERED BY FLUFF OR JARGON. THEY SPEAK TO US IN A LANGUAGE WE UNDERSTAND AND ON WHICH WE CAN ACT WITHOUT HESITATION. THEY UNDERSTAND OUR SENSE OF TIME AND URGENCY, ALWAYS READY WITH TO-THE-POINT SOLUTIONS. WE APPRECIATE THAT THEY WORK TO TELL US HOW TO APPROPRIATELY DO WHAT WE WANT TO DO, NOT WHAT WE CAN'T DO.  WITHOUT TRUST, RELATIONSHIPS CAN'T SURVIVE, LET ALONE THRIVE. OUR RELATIONSHIP RUNS DEEP BECAUSE OF THE TRUST WE'VE ENGENDERED WITH EVERY CONTACT."

ANONYMOUS / CCO / PRIVATE EQUITY FIRM, CT

 

“WE GOT THROUGH AN SEC EXAM WITH ZERO DEFICIENCIES, THANKS TO SWAYZE. WE WERE COMPLETELY PREPARED. IF THEY SAY TO DO IT, WE DO IT."

LARRY KAMIN / MANAGING MEMBER/ LK FINANCIAL PLANNING, LLC

"I LOVED THE REMINDER I GOT THROUGH SWAYZECONNECT. IT MAKES MANAGING TASKS EASIER."

bottom of page