Adam Swanda

Our Vision

To focus on the best interests and needs of our clients to help families grow their wealth and protect their assets using high standards of Ethical Conduct, Integrity, and Confidentiality. Providing Protection, Independence, Dignity and Legacy planning for their future.

Our Mission

To provide financial and insurance strategies for individual investors, small businesses and retirees who appreciate personal guidance of an experienced, knowledgeable financial professional.

Our Philosophy

St. Croix Financial Services was founded on the core belief that customers should not be sold their wealth management strategies, yet should work with a trusted advisor to ensure their wealth and retirement goals are attained. This philosophy aligns the advisor with the client, discovers the fears and challenges a client has and provides strategies for them by aligning the client with suitable money managers and

We continue and invite you to grow with us. Please email or call if you would like to take a look at your retirement accounts and what options there are that fit your lifestyle. We look forward to hearing from you.