Trust CMIS to protect your family, business, and future
Switchfoot Wealth is an independent financial planning practice based on the belief that financial success is about more than just numbers. We take a holistic approach to financial planning, considering the interrelationships between your personal finances, business ventures, and your wider life goals.
Who We Help
We work with individuals, couples, families, and extended families to:
- Individuals: Plan for retirement, achieve financial goals, protect assets, and manage debt.
- Business owners: Protect their businesses, plan for succession, and optimize taxes.
- Fiduciaries: Ensure the financial wellbeing of vulnerable clients by providing consistent financial management and guidance.
Our Services
Our comprehensive financial planning services include:
Personal & Family Planning
- Goal setting and financial planning
- Budget and expense planning
- Retirement planning and investments
- Estate planning and wealth preservation
- Insurance planning
- Tax planning and optimization
Business Planning
- Business valuation and succession planning
- Employee benefits planning
- Retirement plan consulting
- Business continuity planning
- Tax planning for businesses
Fiduiciary Services
- Financial management for attorneys, co-deputies, and trustees
- Implementation of legal directives and trust management
- Monitoring and reporting of financial activities
Our Beliefs
Switchfoot Wealth is a Certified B Corporation, meaning we prioritize people and the planet alongside profit in our business practices. We believe in:
- Sustainability: Avoiding harm and actively contributing to a better future.
- Transparency: Openly communicating our processes and results to clients.
- Client-centeredness: Tailoring our services to individual client needs and goals.
- Integrity: Adherence to the highest ethical standards and values.
Our Team
Led by founder Sebastian Elwell, a Qualified Financial Planner and TEP, Switchfoot Wealth is an experienced team of professionals dedicated to providing personalized, innovative, and impactful financial planning solutions.
Get Started
Schedule a consultation with us today to discuss your financial goals, challenges, and potential solutions.
Exceptional Service and Expertise
The customers of Switchfoot Wealth have had nothing but positive experiences with the company's financial advisor, Sebastian Elwell. Several reviewers have praised his calm and patient approach, taking the time to explain complex financial concepts in simple terms. His professionalism, integrity, and commitment to sustainable and ethical investments have made him a trusted advisor for multiple generations of one family.
Understanding and Guidance
Reviewers have expressed gratitude for Sebastian's ability to bring their financial affairs into focus, resolving issues and preparing them for their financial future. He has helped clients understand the importance of making informed choices and has a talent for translating their needs into actionable plans.
Ongoing Support and Recommendation
Several reviewers have mentioned that Sebastian's service does not end with the initial consultation. He has provided ongoing support and guidance, helping clients achieve their financial goals and making them excited about their plans. His dedication to his clients and his work has earned the highest praise, with reviewers urging others to take advantage of his services.
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