Julie Thomas Sward, Jd, Aep®, Cfp® Email & Phone Number

As our clients navigate their life path, the Sward Team is there to help them protect what they cherish. In the same way a successful business, college or university has a CFO or CIO to coordinate all its financial affairs, we do the same thing for the families we serve. We take a comprehensive approach to wealth management that includes a depth and breadth of services including tax planning, estate and philanthropic planning, retirement planning, education planning, investment planning, and risk management. Our team has a long history in helping clients with their ESG (Environmental Social Governance) investing as well. We serve as our clients’ advocate, striving to personalize every relationship so that each client’s unique needs are met beyond expectations. Our team is passionate about what we do, work only in our clients’ best interests, and strive to provide exceptional service to our clients. We work with a wide variety of clients, including educators, attorneys, physicians, retirees, business professionals, and entrepreneurs. Being a part of Moneta gives my team the opportunity to work in my particular area of expertise – helping those in Non-Profits and Colleges/Universities manage their 403(b) and similar retirement plans administered by TIAA, Fidelity, Vanguard and others.

Listed skills include Financial Planning, Estate Planning, Investment Management, Retirement Planning, and 10 others.