About Us

In 1992, I had a conversation with my  father, Bill Story , to share a dream I had been cultivating of creating an independent financial planning firm.My father, an insurance broker, business owner, and high school science teacher has passed along an ethos of service to others and philanthropy, which he inherited from his parents. He reinforced the importance of financial independence and encouraged me to take business classes. In college, I majored in economics and political science. Story Wealth management started as a dream and I am so grateful that it has evolved into a thriving business. I have been joined by a lively, diverse, growing team of dedicated professionals. This amazing team is also energized by helping others. We work every day to provide ongoing assistance and security that our clients need to navigate their personal and financial lives.We collectively provide care and devote personal attention to every aspect of our clients’ diverse needs. SWM adds value to our clients’ lives by providing in-depth, customized wealth management strategies. We partner with them to help them achieve their financial planning goals and realize their investment objectives. We leverage the most sophisticated financial planning and investment management tools available We continuously seek appropriate solutions for clients and their families, when they are saving, planning for retirement, evaluating estate plans, and minimizing tax exposure, while helping ensure that accumulated wealth is distributed and protected according to their wishes. Our goal is to provide consistent, dynamic, and comprehensive service.Our team strives to develop and nurture personal, connected relationships with each client over the years. In many cases, we’ve seen a singular client relationship grow into decades-long bonds that span across family members and generations.Our new clients are often introduced to our firm directly by existing clients and professionals in our ecosystem of close relationships with professionals and investment managers. We are therefore driven to attain high satisfaction levels with every clientTo our current  SWM  clients – thank you for your continued support, your confidence in our work, and for the incredible responsibility that you entrust in us.For those exploring SWM  for the first time, we are grateful that you are considering us. We hope to become a vital part of your future financial well-being.

Sincerely, Russ Story