Alex has found that the media bombards us with generalized advice to the general population, which isn’talways correct advice or personalized to the individual. The ideal solution is a wealth management firmthat can help define and achieve each client’s unique, long-term goals through a comprehensive, holisticprogram of investments, tax planning, asset allocation, risk management, insurance, retirement planningand estate planning.
Alex and his team at Swarthmore Financial help provide that solution...in an independent, objective andintegrated fashion. A single-source wealth management firm for successful executives, affluentindividuals, and business owners, Alex provides oversight and strategic management of every aspect ofhis clients` financial lives. For corporate clients, Alex and the team advise them on benefit programs andqualified plans for their employees, including customized carve-out programs for senior executives.
Alex graduated from the University of Delaware with a Bachelor of Science in Business Management in2014. While attending the University, he played varsity baseball for the Fighting Blue Hen’s. Alex was afour year letter winner, Team Captain and 3rd team all Colonial Athletic conference in his senior year.