institution

Retirement Plan Consulting Services

As a business owner or executive, you may already have or be considering implementing a retirement plan for your employees. 
 
In either case, SHWM can be a valuable partner in this process.

Unlike many firms, we do not sell or endorse proprietary products. Instead, we serve as consultants to our business clients, helping them find the right retirement plan solution.

Nonprofit Organizations

These days, nonprofits are facing particularly challenging times.
Donors are discerning, and have more options than ever before from which to choose. Nonprofits must compete with other organizations in their mission “space,” while the expense of running an effective nonprofit continues to rise.

It is therefore more important than ever for nonprofit endowment funds and investments to be overseen by objective, professional advisors who understand this environment.

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