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Contact SWE90 Wealth Management

Ready to build a tax-efficient retirement strategy? Schedule a no-obligation fiduciary consultation with SWE90.

BOOK A CONSULTATION
30-min initial strategy call

Contact SWE90 to schedule a no-obligation fiduciary consultation. Call (310) 491-7045, email team@swe90.com, or book online. We serve clients in Hermosa Beach, Los Angeles County, California, and Texas via virtual advisory.

Contact Information

Office Location
Hermosa Beach, CA 90254
Office Hours
Monday - Friday: 9:00 AM - 5:00 PM

Our Location

Send a Message

We typically respond within 1 business day.

Contact Information FAQ

What is SWE90's phone number?

You can reach SWE90 by calling (310) 491-7045. Our team is available Monday through Friday, 9:00 AM to 5:00 PM Pacific Time.

Where is SWE90 located?

SWE90 is headquartered in Hermosa Beach, California. We serve clients throughout the South Bay, Los Angeles County, and across California. Virtual consultations are available for clients in Texas.

How do I schedule a consultation with Brett Henderson?

Is there a cost for the initial consultation?

Yes, your initial consultation with Brett Henderson is offered at no upfront cost. During this meeting, we'll discuss your financial goals, review your current situation, and explain how SWE90 can help you achieve your objectives.

What should I prepare for my first meeting?

  • • Recent investment account statements
  • • 401(k) or retirement plan information
  • • List of your financial goals and concerns
  • • Questions you'd like to discuss
  • • Timeline for any major financial decisions

Key Takeaways

  • -Initial consultation (offered at no upfront cost) with no obligation or pressure.
  • -Brett Henderson personally handles all consultations; no handoffs to junior advisors.
  • -Available in-person (Hermosa Beach, CA), phone, and video consultation options.
  • -Fiduciary advice means your interests come first, always.
No-obligation
Initial consultation
Source: SWE90 Policy
30 min
Average initial consultation length
Source: SWE90 Scheduling

Data from the following authoritative sources is referenced on this page. According to these organizations:

  • Source: SWE90 Policy (2024); Initial consultation (offered at no upfront cost) for all prospective clients
  • Source: NAPFA (2024); Professional association of fee-only financial advisors; standards available at napfa.org