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.

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.

28/09/2026

The financial decisions you make today may not show their full impact until years from now.

That's why September is a great time to pause and reflect on what you have been doing financially up until this point. Those small decisions made consistently over time often have the greatest impact and it is worthwhile to keep checking in on your plan to make sure you are still on track for the year.

At SWIN, we believe every financial journey is unique. Our role is to help individuals and families make informed decisions that align with their goals for today, tomorrow, and the future.

25/09/2026

Many people think financial planning begins when retirement is around the corner, when in reality, financial planning is valuable throughout every stage of life.

Whether you're:
➡️ Starting a family
➡️Buying your first home
➡️Paying for education
➡️Building your career
➡️Growing your investments
➡️Preparing for retirement

Each stage brings new opportunities and new decisions.

No matter where you are on your financial journey, having a trusted financial partner can help you navigate the road ahead with greater clarity. Let our team be a part of your financial planning from the get-go.

23/09/2026

Who is to say that AI generated responses and Google are correct? In Scott's opinion, there is no substitute to talking with a financial expert. Hear his reasoning in less than a minute in the latest Minute to SWIN It.

22/09/2026

Most of us borrow from one bucket of money to transfer it to another bucket.

🪣 Buying a home can impact retirement savings.
🪣Paying for college may affect long-term investments.
🪣Changing careers could influence insurance needs, taxes, and future income planning.

That's why it's important to look at the bigger picture. A comprehensive financial strategy helps connect today's decisions with tomorrow's goals so you don’t have to empty one financial bucket to fill another.

18/09/2026

Planning ahead today can provide more flexibility and peace of mind tomorrow because many of life's biggest financial decisions happen before we realize they're needed.

SWIN helps clients think beyond today so they can feel more prepared for whatever comes next.

16/09/2026

Scott says that financial mistakes are often made during THIS time of life. Learn what that time is in the latest Minute to SWIN It.

14/09/2026

Many financial decisions feel overwhelming because they involve the unknown.

"What if I make the wrong choice?"

While no one can predict the future, preparing for different possibilities can help bring greater confidence when decisions need to be made.

Financial confidence isn't about having all the answers right now. But having confidence in your financial partner can help you along the way and ease your stresses.

12/09/2026

Life rarely stays the same for long. People move on to new jobs. Families grow. Big purchases are made. The kids graduate from school. Retirement is around the corner. Parents are aging and need special care.

Every major milestone brings new financial decisions, and what worked five years ago may not be the best strategy today.

Take a moment to ask yourself:
❓ Has my financial situation changed?
❓Do my financial goals still reflect where I want to go?
❓Is my plan keeping pace with my life?

Navigating life's changes is easier when you have a strategy that evolves with you. At SWIN, we help individuals and families build financial plans that adapt as life does. No pressure. Just a partner and a plan.

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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