Swinn Private Wealth Group

Welcome, to Swinn Private Wealth Group

At Swinn Private Wealth Group, we believe wealth planning is never one-size-fits-all. It’s about you, your goals, and your vision for the future. Every strategy we build is custom, designed to reflect your unique priorities, values, and circumstances.

Our process is deliberate, disciplined, and proven. We take the time to understand what matters most to you, then craft strategies that align with your life today while preparing for the opportunities and challenges of tomorrow.

We focus on serving high-net-worth individuals, families and business owners who want more than generic advice. They want a trusted advisor who listens first and can deliver tailored solutions with precision.

Here, the client always comes first. From the initial conversation to every step of your financial journey, our focus remains on creating clarity, confidence, and a path toward lasting success.

The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2023 Forbes "Best-In-State Wealth Advisors" award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2024 Forbes Best-in-State Wealth Management Teams award was announced January 2024. Data as of 3/31/23. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results.  Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2024 Forbes "Best-In-State Wealth Advisors" award was announced April 2024. Data as of 6/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor based on qualitative criteria such as: best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2025 Forbes “Best-In-State Wealth Advisors” award was announced April 2025. Data as of 6/30/2024. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each advisor’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information go to: www.SHOOKresearch.com.

The 2026 Forbes “Best-In-State Wealth Management Teams” award was announced January 2026. Data as of 3/31/25. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance was not an award criterion. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. For more information: www.SHOOKresearch.com.

Key dates for tax form distribution

With the individual income tax filing season nearing, you may be searching for your tax documents. Take a look at the table below for estimated distribution dates.

Tax reporting document	Approximate availability date
Form 1099-R	January 30, 2026
Fair Market Value Statement	January 30, 2026
1099 Tax Information Summary	February 16, 2026
Income Summary (FYI Statement)	February 27, 2026
REMIC Tax Information Summary	March 16, 2026
1042-S	April 1, 2026
Revised 1099 Tax Information Summary (tax year 2025 - revision 1)	On or about March 16, 2026
Revised 1099 Tax Information Summary (tax year 2025 - revision 2)	On or about April 3, 2026
5498	June 1, 2026
Revised 1099 Tax Information Summary (tax years 2022 – 2025) *Please note that timing is subject to change.	Monthly beginning May 2026

Bulletin Board

April 18, 2023

Daily market view
April 6, 2026

Market week
June 1, 2023

Global insight weekly
May 20, 2022

Medicare Basics
November 20, 2025

2025/2026 dollar limitations for retirement plans
May 10, 2022

Social Security: At a glance
May 26, 2022

Required minimum distributions
May 10, 2022

Protecting your identity
December 4, 2025

Key tax reference numbers 2026

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Welcome, to Swinn Private Wealth Group

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Key dates for tax form distribution

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Global Insight Monthly

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Welcome, to Swinn Private Wealth Group

Proud to work with a nationally recognized teammate

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Key dates for tax form distribution

Take the next step

Meet the team

Follow us on social

Global Insight Monthly

Buckle up but don’t give up

Bulletin Board

Let's start the conversation