Swell Private Wealth

If you want to know what your life insurance options are you see Steve Meldrum of Swell Private Wealth. Steve is one of the best at life insurance strategy and planning. When I was 30 I had some health issues that I thought would prevent me from being insured however he went to work and found me soutions that have been a great financial security for me today. I never would have thought I would be able to have permanent insurance and now I do!
8 years ago (12-02-2018)

We have referred several people to visit Swell Private Wealth. Steve gives us good objective information about different insurance options and we trust him to make good decisions. We know we can turn to him with any questions we have, and he'll answer them honestly. I'm glad we have a financial advisor we can trust.
11 years ago (12-04-2015)

I trust Steve to give me the advice that I need with regard to my finances and insurance. He has the experience and knowledge to really give me solid, well rounded advice based on my personal situation. Steve was able to give me advice on my complicated life insurance so that I can feel at ease making difficult decisions with regard to my estate plan.
11 years ago (16-04-2015)

Steve is a great guy and is always looking out for his clients. Whenever I have a question or need advice, he is quick to respond and provide the appropriate solution. Thanks!
11 years ago (10-04-2015)

Excellent service. Steve has always been there for us, and given us sensible, practical advice. He has been generous with his time, and very prompt when we have contacted him.
11 years ago (16-04-2015)