Decker, Harth & Swavely
Trusted Financial Advisors with a Personal Touch
In this month’s sponsor spotlight, we are pleased to feature Decker, Harth & Swavely, a distinguished wealth management team at Janney Montgomery Scott in St. Petersburg. With a combined experience exceeding 90 years, they offer personalized financial guidance to clients navigating significant life transitions.
A Personalized Approach to Wealth Management
Decker, Harth & Swavely takes a client-centric approach, emphasizing the importance of understanding each client's unique financial situation. This personalized strategy is particularly beneficial for individuals experiencing major life events such as business sales, retirement, widowhood, or divorce.
Core Values Guiding Their Practice
The team operates on a foundation of core values that shape their client relationships:
- Caring: They deeply care about their clients and their families' personal lives.
- Passion: They believe in inspiring others and embracing life's challenges with a positive outlook.
- Trust: They earn trust through consistent and personal interactions.
- Discipline: They employ strategies aimed at producing consistent client outcomes, providing comfort during uncertain times.
- Teamwork: Their collaborative approach ensures comprehensive solutions to clients' personal financial needs.
Comprehensive Services Offered
Decker, Harth & Swavely provides a wide range of services to address various financial needs:
- Financial Planning: They assist clients in analyzing their current financial situation and developing personalized plans to meet specific goals.
- Retirement Planning: The team helps clients prepare for retirement by evaluating distribution options and constructing diversified portfolios to balance risk and return.
- Insurance Planning: They offer guidance on insurance strategies to protect clients' assets and income.
- Investment Strategies: The team develops investment strategies tailored to clients' unique situations, focusing on appropriate asset allocations and risk management.
Community Engagement
Beyond their professional services, Decker, Harth & Swavely is committed to supporting the St. Petersburg community. Specifically, the team is involved with the University of S. Florida – St. Petersburg Muma College of Business, the Ronald McDonald House, and 100 Good Guys – St. Pete are all favorite charities supported by the team.
Contact Information
For more information or to schedule a consultation, visit their website at Decker, Harth & Swavely or contact them directly:
- Email: deckerharthswavely@janney.com
- Phone: 610.674.6985