SwellCraft brings together institutional-quality wealth management and independent, senior-level advice to serve individuals and families across generations.
A swell is a series of organized, long-period waves generated by distant forces that travel across deep ocean waters. These organized, energy-dense waves are distinct from choppy, local wind waves.
This distinction guides our philosophy. In market cycles and family life-stages, there are periods of flat waters, seasons of storm, and moments of opportunity. The discipline is patiently telling the chop from the swell — and preparing for the flat season.
That is the work of SwellCraft: an independent, boutique firm for individuals and families navigating increasingly complex financial lives and obligations. For more than two decades, our team has helped clients steward the responsibilities of ownership, governance, and the decisions that shape their future — often across generations. We pair institutional-quality investing with senior attention.
No matter the size of the wave, every swell moves sand on the shore. Our work is to make sure the impact we leave is a thoughtful one.
Our personalized services are designed to help you achieve and streamline your personal and financial goals so you and your family have the security and freedom to pursue your passions.
We construct diversified multi-asset class investment portfolios designed to manage risk and allow for long-term asset growth. We employ institutional quality, due diligence, and rigor.
We offer numerous services including bill payment, asset tracking, investment performance reporting, shareholder engagement and proxy voting for private and public equity, advice on insurance and financing options, and many others.
We help families establish clear decision-making structures and communication protocols that ensure smooth transitions across generations and align family values with financial goals.
We work with attorneys, accountants, and other experts, along with our own experience, to design and implement estate and tax plans to efficiently pass wealth to future generations.
We work in coordination with philanthropic experts to identify areas of interest and set goals. We use donor advised funds and foundations to invest charitable assets and coordinate grants.
SwellCraft has been providing independent, trusted advice to individuals and families for over 20 years. Our experience solving problems and managing through various market regimes gives our clients confidence and calm across their financial and personal circumstances.
Our top priority is helping the individuals and families we serve meet their goals. We do everything in our power to make that happen.
Our team leverages decades of institutional investment experience with Belpointe Asset Management, to customize and scale solutions to meet the unique needs of each family we serve.
Our independence means our advice is free of competing interests. Our size allows for dedicated, senior level support.
We take on investment, administrative, and other roles so clients can focus on their goals and what really matters to them.
We have a dedicated team of professionals committed to helping our clients achieve their goals.
MEET THE TEAM