Succession, Wealth & Insurance Network - SWIN

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Succession, Wealth & Insurance Network - SWIN

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Licensed in all 50 states, based in Pittsburgh, PA, we offer personalized strategies.

With expertise in financial advising, estate planning, insurance services, and tax mitigation, our firm provides comprehensive solutions tailored to your unique needs.

31/10/2026

Have a safe and happy Halloween!!

30/10/2026

What does retirement mean to you? Life should continue to be comfortable for you when you retire, and you should enjoy life to the fullest extent. A financial plan can help you figure out the finances for the fundamentals - a roof over your head, food on the table, bills taken care of, and so on. But then come the fun retirement things. Will there be enough for travel, health, and family?

Our team would love to plan your future with you. Give us a call to set up a meeting to plan retirement! 724-754-8200

28/10/2026

Do you know how much of your retirement savings should be earmarked for healthcare? It is important to plan ahead, especially while you are healthy, for potential future healthcare expenses.

Our team can help you plan for your future. Let us build your financial roadmap so you can have a clear picture of your income, expenses, and future!

23/10/2026

What happens when your financial plan doesn’t go as planned? Maybe you got sick, a loved one passed away, or something else horrific happened and set you back financially. Now what can you do to recoup and get back on the right path?

Talk to one of our SWIN team members so you can map out the next financial steps. It is never too late to start to plan, or even to start over. We are here to help!

20/10/2026

Retirement time isn’t when you should start planning for life after work. Now is the time, when you are still able and know what you want your future to look like.

The choices you make now, when you are younger, sound of mind, and healthy, will help you when you need care and are aging.

No one lives forever. Talk to the SWIN team about how to financially plan for after retirement.

15/10/2026

No one can predict the future. However, our financial experts can help you plan accordingly depending on how you want your future to look. Make sure when you are planning for the future, you take aging into consideration. Your plan doesn’t have to be a step-by-step, if this happens then this is the plan, type of guide. At least your plan will help your family know your wishes and your finances to get you the help and care you need.

Give our team a call to set up a time to talk about your financial future! 724-754-8200

12/10/2026

Talking to your parents about money can be very uncomfortable. Waiting until there is a crisis can make it even harder.

SWIN promotes helping families have earlier and ongoing conversations about finances to ensure all ducks are in a row, all wishes are being met and finances are in order to use when the time comes.

Let’s work together to help your whole family with long-term financial plans.

09/10/2026

Medicare plans can be quite overwhelming and hard to understand. Will it cover my financials when I actually need it the most? That answer is up in the air, but what we can tell you is that having a long-term financial plan in place will hopefully cover you when the time comes for aging care.

The SWIN team can help you understand all of your financial options now, before you need extended care. Let us help you create a roadmap to aging gracefully and financially.

06/10/2026

This month, the SWIN team is focusing on financial planning with foresight and dignity, especially as we age. When planning for aging, finances are usually at the forefront of discussion. Retirement and investments are hopefully ongoing conversations that you are having, but are you also discussing where you will live should you need care? And how about what type of care you want? And who is going to make those decisions, including financial decisions, when you no longer can?

Planning ahead isn’t forecasting bad things in your future, but rather planning for the future you want to have. SWIN can help you look beyond retirement and help you consider your financial future for your later years. Let us help you create your future financial plans so your family doesn’t struggle when times get tough.

30/09/2026

Scott explains how he handles the first meeting with a potential new client in under a minute and the most important question he always asks every single person during this initial conversation.

Address

1000 Noble Energy Drive, Suite 280

15317

Opening Hours

Monday	08:30 - 17:00
Tuesday	08:30 - 17:00
Wednesday	08:30 - 17:00
Thursday	08:30 - 17:00
Friday	08:30 - 17:00

Telephone

+17247548200

Website

https://swinetwork.com/

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