Strategic
Services
Comprehensive wealth management and strategic planning to empower your financial future. We provide personalized solutions tailored to your unique goals and aspirations.
Wealth Management
Retirement Planning
Risk Management
Estate Planning
Exit Planning
Transparent Fee Structure
Our Benefit
Our benefit is delivering laser-focused guidance for retirement planning, business exit planning, and wealth management built around your goals so you can grow, protect, and retire with confidence.
Laser-Focused Planning
Personalized retirement, wealth, and exit planning built around your goals, so every move stays aligned with where you’re headed.
AI-Powered Planning
We use AI technology to track market trends and stress-test your strategy by reviewing your current portfolio and 401(k) for clear, actionable next steps.
Personalized Service
You matter here. No plans left behind with personalized service. Expect friendly, proactive support and personal attention when you become part of the family.
Who We Are
Plan Smarter. Exit Stronger. Retire With Confidence.
At SWE90, we help high-income professionals turn complexity into clarity by aligning retirement planning, long-term wealth strategy, and (when applicable) business exit planning into one coordinated plan.
We take the time to understand your goals and constraints, then manage the heavy lifting so you can stay focused on your career, family, and life outside of work.
Retirement planning designed for high earners with multiple moving pieces
Wealth management built around your goals, risk comfort, and timeline
Business exit planning for professionals who own practices, equity, or a company
Backed By 20+Years Experience
Smarter saving, built into the plan
Clear, repeatable strategies that help you grow wealth efficiently without guesswork
Transparent pricing, aligned to outcomes
Competitive, straightforward fees so more of your money stays working toward your goals.
Support when decisions matter
Responsive guidance when markets move or life changes, so you’re never navigating alone.
What Client Say
Here's what our clients have to say about their experience with our investment services:
“Brett led with honor and that wasn’t just a word, it was an ethos. Since partnering with him, we’ve gained clarity, direction, and we’re truly flourishing.”
Philip Folsom
U.S. Army
“Brett has been a huge help in managing and growing my 401K plan. As a fellow veteran, he really understands the unique challenges we veterans face in the business world. Brett is very honest and has strong integrity, he will always tell you like it is.”
Mike Niemtzow
CEO, US NAVY VETERAN, VETMED GROUP - NEW YORK
Their strategic approach to managing my investments has given me peace of mind and consistent returns.
Michael Chen
Office Manager
Frequently Asked Questions
What does SWE90 actually help me with?
SWE90 helps high-income professionals simplify complexity by aligning retirement planning, long-term wealth strategy, and (when applicable) business exit planning into one coordinated plan, then handling the heavy lifting so you can stay focused on your career, family, and life.
How is your approach different from a typical advisor?
SWE90 emphasizes laser-focused planning built around where you want to land, then “engineers backward” from there, so every move stays aligned with your goals. You don’t just get reports; you get clarity on what to adjust, what to keep, and what to ignore.
Do you use AI—and what does that mean for me?
Yes. SWE90 uses AI-assisted market trend monitoring and applies AI to track market trends and stress-test your strategy, including reviews of your current portfolio and 401(k), so you receive clear, actionable next steps (not noise).
Can you review my 401(k)?
Yes. SWE90 performs 401(k) plan reviews that “look under the hood,” including fees, fund lineup, allocation, and employee outcomes. This way you understand what’s working and what needs improvement.
Do you work with business owners planning an exit?
Yes. SWE90 offers laser-focused retirement and exit planning, and provides business exit planning for professionals who own practices, equity, or a company, built around your goals and timeline.
What can I expect once I become a client?
You can expect personalized service with friendly, proactive support, “no plans left behind,”plus execution support (analysis, implementation, follow-through) so the plan actually gets done.
How do your fees work?
SWE90 positions pricing as transparent and aligned to outcomes, with competitive, straightforward fees designed so more of your money stays working toward your goals.
Your trusted partner in financial growth and investment success, committed to securing your financial future.
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