Our highest level of service, support, and comprehensive solutions

Distinctive privileges:

Exceptional Perks and Benefits

• Insights from Global Investment Office - Market insights and financial research from a team of highly respected analysts, strategists, and economists.
• Access to curated educational content - for your financial goals – Tax strategies, estate planning, retirement, fixed income, alternative investments, and more.
• Invitation-only virtual and live events

Access to Comprehensive Solutions from SDW

• Complimentary investment planning consultation – Work with a trusted advisor to help achieve your financial goals.
• Specialized investment products and solutions – By expanding your relationship with SDW, you will have access to year-round tax optimization strategies, alternative investments, and actively managed equity portfolios.