“Abundance is where our gratefulness for the world and our generosity become one.”
- Kevin Sweeney
At Swell, this idea of ABUNDANCE was created to….
Close the gap between those who have access to financial advice and those who do not
Empower and equip families today with the tools and resources they need, to impact future generations with how they view and think about money
Be more intentional about the organizations we work with and time spent doing the work in helping normalize financial literacy in all communities
Embody the concept for Swell clients that there is more than enough for everyone
Annually, We commit to:
Donating 1% of our gross revenue back into our local community and non-profit partners
Providing an annual pro-bono financial literacy workshop in partnership with our local non-profit partners
Provide 1:1 pro-bono financial planning to under-resourced families in our community
Teach the foundations of financial planning to local university students
Our goal is to increase financial literacy by growing our volunteer hours and financial donations annually as the company grows and scales.
To help us bring change into our local community, we would love your input …
Organizations we are currently partnering with
