Secure your present and future, together.

An SEC Registered Independent
Financial Advisory Firm.

SWP Client Portal Login

Featured by Charles Schwab in Barron’s Magazine, Dec 12, 2022.

Comprehensive Wealth Management

Investment Management

A distinctive approach, backed by our exceptional qualifications.

  • Design

    Bringing simplicity to the complexities of life. Through Custom Portfolios.

  • Management

    Centered solely on our clients’ best interests and free from hidden agendas.
Learn More

Financial Planning

Our dynamic approach is Unusual, Comprehensive, Complete, and Built for you.

  • Planning

    Your financial life isn’t limited to investing, and neither should your advice be.

  • Transitions

    Helping you manage the financial events throughout your life and your business.
Learn More

Simply Better Financial Advice

Why Choose Us

Independent

We offer customized, non-proprietary solutions solely in our Clients’ best interest.

Fee-Based

Unlike many advisors, we never accept sales commissions; instead, we charge a reasonable fee.

Comprehensive

It's more than just investing successfully. We understand the big picture.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
Get in touch


Phone: 561.465.7550 | E-Mail:This email address is being protected from spambots. You need JavaScript enabled to view it.

SWP ADV Part 2A

SWP ADV Part 3

Wrap Fee Brochure

Copyright © Semus Wealth Partners, LLC
Investment advisory services offered through Semus Wealth Partners, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.