Skip to content

THANK YOU TO OUR 2025 PARTNERS

Are you interested in joining the exclusive group of trusted partners at the largest exit planning event in the United States?

RETURN TO DIRECTORY

Specialty Wealth Advisory

Specialty Wealth Advisory, LLC (SWA) specializes in creating tax-efficient ownership, monetization, and protection strategies for successful investors and entrepreneurs. As your dedicated strategic partner, we enhance your advisory team’s capabilities through innovative wealth management and asset protection strategies. Unlike traditional advisors who rely on conventional approaches, we tailor unique solutions that provide tax advantages associated with life insurance, with select options offering institutional-grade protection backed by A-rated insurance carriers.

CONTACT US