At Switchfoot Wealth, we are a team of dedicated professionals committed to providing expert financial planning and investment advice to individuals, families, business owners, and fiduciaries. Our mission is to empower our clients to achieve their financial goals and secure a brighter future for themselves and their loved ones.
Our Services
We offer a comprehensive range of services designed to meet the unique needs of our clients. Whether you're an individual, a business owner, or a fiduciary, we have the expertise and resources to help you navigate the complex world of finance. Our services include:
- Financial planning and wealth management for individuals and families
- Business financial planning and advisory services for entrepreneurs and business owners
- Specialist advice for fiduciaries, including attorneys, CoP Deputies, and trustees
- Investment management and portfolio construction
- Retirement and later-life planning
- Estate planning and inheritance tax planning
- Tax-efficient investment strategies
Our Values
At Switchfoot Wealth, we are committed to doing business with integrity, transparency, and a strong sense of social responsibility. As a Certified B Corporation, we believe that business should be a force for good, and we strive to make a positive impact on the world around us. Our values are centered around the principles of sustainability, ethical investment, and charitable giving.
Our Team
Our team is led by Sebastian Elwell, a highly experienced and qualified financial advisor with a passion for helping others. Sebastian is a member of the Society of Later Life Advisers and has been recognized as the Personal Finance Society's Retirement and Later Life Advice Specialist of the year. Our team is dedicated to providing exceptional service and expert guidance to help our clients achieve their financial goals.
What Our Clients Say
Don't just take our word for it! Our clients have shared their experiences and testimonials with us, and we're proud to showcase their stories. From helping individuals and families plan for their future to providing expert advice for business owners and fiduciaries, we're committed to making a positive impact on the lives of our clients.
Get in Touch
If you're interested in learning more about our services or would like to schedule a consultation, please don't hesitate to get in touch. We're here to help you achieve your financial goals and create a brighter future for yourself and your loved ones.
Exceptional Service and Expertise
Reviews from satisfied clients of Switchfoot Wealth praise the exceptional service and expertise provided by financial advisor Sebastian Elwell. The common thread among these reviews is the patient and calm approach taken by Sebastian to explain complex financial concepts and devise personalized plans for his clients.
Clients have reported feeling understood and empowered thanks to Sebastian's ability to translate their needs into actionable plans. His commitment to sustainability, ethical investment, and charitable activities have also earned him praise. Professionalism, patience, and a willingness to explain things in simple terms are just a few of the qualities that have impressed clients.
Personalized Attention and Understanding
Sebastian's approach to understanding his clients' needs is highlighted by several reviewers. One client noted a significant difference in his experience with Sebastian compared to a previous financial advisor, citing Sebastian's calm and patient demeanor as key factors. Another client praised Sebastian's ability to listen and understand their needs before providing personalized guidance.
A Professional and Friendly Approach
The tone of the reviews is overwhelmingly positive, with clients expressing gratitude and enthusiasm for the service provided by Sebastian. One reviewer noted that Sebastian's professionalism and approach to their family's financial needs was "exemplary", while another praised his patience and adaptability.
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