• Laura Swift, CIMA®

    Founding Partner, Advisor


With a passion for empowering others, Laura strives personally and professionally to create opportunities for people to live their best lives. Working with clients to assist them in defining their financial objectives and life goals, she builds individualized wealth strategies designed to help them achieve those goals. 


  • Series 66 Uniform Combined State Law
  • BS from Illinois State University
  • Iowa Life, Health, and Variable Insurance license

Industry Experience:

  • Vice President – Investments; UBS
  • Vice President – Investments; Piper Jaffray
  • Financial Advisor; Merrill Lynch


With a degree in Biological Sciences, Laura worked as a medical researcher following graduation and quickly discovered that the laboratory can be a very lonely place. As a financial advisor, she combines this long-standing interest in research with her passion for helping people realize their dreams.

Laura’s two grown sons both live in New York. After several years of working in finance, Andrew left the world of private equity and is currently attending medical school. Nathaniel received his Master of Music degree in 2017 from the Bard College Conservatory of Music’s Graduate Vocal Arts Program. He currently resides in New York City and participates in various opera and concert opportunities throughout the country.

"To me, nothing is more energizing than authentic, courageous conversation that evokes learning on both sides."

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.