Growing wealth for the long term

Leerink Swann’s Wealth Management Services group is focused on increasing clients' long-term wealth. We have dedicated ourselves to developing relationships built on trust. This personalized, independent approach has been and continues to be an integral part of how we do business. Our clientele benefit from our individual and customized planning-based wealth and corporate strategies as they turn to us for help in today’s challenges and future opportunities. Clients receive focused attention from senior advisors while still benefitting from a full service financial institution.

We understand that executives have limited time to devote to financial strategy and planning. We help keep you on track by providing the following services:

• Dedicated counseling team A team of experienced and dedicated professionals meet with the client regularly to facilitate decision-making and implementation.
• Personalized financial reports We develop a series of customized illustrations so that clients can visually understand how their financial plan comes together.
• Thorough review of all subject matter that falls under the broad heading of financial counseling From optimizing company benefits to estate planning, we have you covered.
• Personal financial counseling sessions Our approach is proactive and we facilitate face-to-face meetings on a regular basis to ensure that your financial plan is on track.
• Summary letters after each meeting We follow up with a letter that serves as a summary of what was discussed as well as an agenda for future meetings.
• Unlimited access to your financial counselor Whether you want to have a conversation over the phone, in person, or just want to send an e-mail, clients have unlimited access to their personal financial advisors.

Leerink Swann offers a full suite of services to meet your corporate and personal investing needs. Whether you’re dealing with a liquidity event at your company or looking to save more for retirement, we have the expertise to guide you through the process. Clients receive focused, one-on-one attention from our senior advisors. In addition to offering a full range of investment products (fixed income, equities, alternative investments), we provide personalized financial counseling in the following areas:

• Cash Flow/Retirement Planning/College Funding
• Estate/Trust Planning
• Insurance Coverage
• Benefits and Compensation Management
• Investment Planning
• Liquidity Events