We’re fee-only (flat fee) fiduciaries. That means no kickbacks, commissions, or hidden fees. Period. Just objective, professional advice focused on you, not a product.
Founder James Sweeney is one of the 0.2% of financial advisors in Utah who hold both the Chartered Financial Analyst® and Certified Financial Planner® designations.
Who We Work With
Smart Choices. Bright Futures.
Interested in learning more about working with SwitchPoint? Great! Click the button below to schedule a free introduction.
Have a quick question or concern that can’t wait? No problem. Just send us an email at firstname.lastname@example.org and we will respond within one business day.