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Barry J. Swaim, CFP®

Wealth Management Group, Inc.

3401 Healy Dr
Ste D
Winston Salem, NC 27103-1450
Phone: (336) 760-4829
Fax: (336) 793-1788

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Business Taxes
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Startup
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Personal Taxes

 

About My Practice

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Insurance Licenses
Life insurance: NC, Health/disability insurance: NC, Fixed annuities: NC
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
None/NA

 

How Planner Charges

Considerations: Fixed Retainer or Hourly Fees Only - No Commissions=No Embedded Advice

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.