As a Private Wealth Advisor with Graystone Consulting - The Swanson Group, Meredith works with an elite clientele of successful business owners and their families, helping them create comprehensive, multigenerational strategies to manage their personal wealth. The Swanson Group believes in a strong, customized level of service. We work to develop a deep understanding of our clients’ needs and goals, and to craft highly customized solutions to help address them. For our private wealth clients, we not only deliver institutional-caliber investment capabilities, we also provide holistic services across every aspect of their financial lives: family governance and wealth education, succession planning, lifestyle advisory, lending solutions, estate planning strategies, trust services, risk management and more. As a multigenerational family business in our own right, we have a deep understanding of the personal and professional challenges of building and preserving a successful family enterprise. We also advise entrepreneurs, business owners/operators, inheritors and current/past executives. While we serve a national clientele of sophisticated clients from our offices in Des Moines and Chicago, we remain true to our Midwestern roots. We value patience, competence, hard work and forthright advice.
