David Swapp (BS, CFP®, MBA)

David Swapp focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

David’s approach to financial planning emphasizes a collaborative process between advisor and client to identify and define client financial goals and objectives. Once objectives are defined a customized plan and strategy are put in place for each client. Regular client meetings which include portfolio reviews and plan updates ensure seamless execution of the plan with necessary adjustments being made along the way. 

Ongoing portfolio management emphasizes the identification and management of all potential investment risks and the proper positioning of client assets to ensure adequate long-term after-tax growth while mitigating unnecessary portfolio risk.  

At the heart of all activity is an honest and sincere desire to help clients create value that would otherwise be unobtainable. 

NAPFA Start Date

August 15, 2005

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This Office

75 West Towne Ridge Parkway, Suite 460 Sandy, UT 84070-5523 Phone: (801) 566-6639 Fax: (801) 566-6688