Phil Swisher's Contact Details

Phil Swisher's Company Details

Trevian Wealth Management

Weston, MA, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

About UsTrevian Wealth Management is a Registered Investment Advisor that focuses on optimizing the personal finances of entrepreneurs and investors. In a SentenceWe seek to provide high-quality independent advice on everything that is important to your personal finances, and we take great pride in fulfilling our fiduciary responsibility to our clients.The Problem We SolveWe believe that your personal finances are a complex optimization function, where all of the components are interconnected and every component is important. Solving this optimization function on an ongoing basis is difficult and time-consuming for individuals to do on their own, and the impact of not being optimized can be substantial, in both direct costs and in foregone opportunities. Our firm has built the experience to keep your personal finances optimized as life happens.Selecting an AdvisorWe know that it is difficult to create substantial wealth. It is often the cumulative outcome of many years of early mornings and late nights, of flights and hotel rooms across the globe that blur together, of being your own toughest critic, and of staying confident and resilient in the face of the many obstacles along the way. We know this world because we live it too. We believe that the professionals you trust to manage your hard-earned wealth should have the same focus, intensity, and passion for excellence that enabled you to build your wealth in the first place.Selecting a financial advisor is one of the most important financial decisions you will make. We believe that you should run the same type of thoughtful process for selecting a financial advisor as you would run for filling a critical leadership position in your professional life. Your financial advisor should share your ethics, values, and intensity, and be of your intellectual caliber.