At Decker, Harth & Swavely, we listen to our clients. We have over 70 years’ collective experience - we ask the right questions! Our clients’ responses help us understand them, their families and their individual needs. Life changing events — a business sale, retirement, widowhood or a recent divorce are often the catalyst for us starting our journey together.
WHAT DO WE BELIEVE IN?
CARING – We care deeply about our clients and their families’ personal lives.
PASSION – Laugh when you can. Let go of what you can’t change. Life is too short to be anything but happy. Inspire.
TRUST – Earned through deeply personal and consistent interactions.
DISCIPLINE – We utilize strategies aimed at producing more consistent client outcomes which give our clients comfort when navigating inevitable storms.
TEAMWORK - Our team works collaboratively to solve our clients' personal life events.
Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by thoughtful investment guidance.
We believe clients realize the full value of our relationship, including:
Helping you make significant decisions.
Recognizing your life priorities and goals.
Understanding your investment personality.
Helping you prioritize and pursue goals.
Being transparent by making possibilities, fees and risks clear.
Taking steps to help you preserve income during a life challenge.
Educating the younger generation about investments and the markets.
