Skip links
Advisor Login
Client Login

888-778-5044

Boutique Family Office CFO
Holistic Wealth Management
Holistic Wealth Management

Holistic Wealth Management

A customized, fiduciary-driven approach to retirement income, tax strategy, investment planning, and legacy protection—integrated into one strategic roadmap.

Contact Us
SWAG Tree Logo

The SWAG Retirement Roadmap: A Personalized Plan That Evolves With You

At Boutique Family Office™, retirement planning isn’t static—it’s proactive, dynamic, and built around your goals. Our SWAG Retirement Roadmap brings together all aspects of your financial life into a single cohesive framework. From Social Security optimization to tax-efficient withdrawals and coordinated estate strategies, every component works together to support your long-term success.

We align income sources, optimize after-tax returns, and manage risk through diversified public and private investments— including our proprietary Intelligent Allocation and Private Market Alpha strategies. Through regular check-ins—quarterly, semi-annual, or annual—we refine your roadmap as life evolves, ensuring you remain on track toward financial independence and legacy fulfillment.

Customized Retirement Plans

Why Clients Choose Our Customized Retirement Plans

  • Confidence in Your Strategy – A long-term plan that adapts as your needs evolve.
  • Tax-Efficient Wealth Management – Minimize lifetime taxes and enhance returns.
  • Legacy & Family Wealth Clarity – Educate future generations and preserve your impact.
  • Proactive, Personalized Guidance – Stay ahead of market shifts and policy changes.
Customized Retirement Plans

Let’s Create Your Retirement Plan—The Right Way

Your future deserves more than a portfolio—it deserves a plan. Let’s build a retirement roadmap that aligns with your values, priorities, and legacy.

Let's Talk