46
Growth Score
pts
Heat Score
-8 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Swagerty Gardner is a financial company providing investment management, financial planning, and education planning services.
About the Company
Swagerty Gardner takes time to understand the specific goals and objectives they are trying to accomplish in determining how their estate will be distributed after they are gone. They then carefully consider their financial goals, risk profile, liquidity, time horizon, charitable inclinations, and tax considerations to determine an asset
allocation. While they are not tax advisors, their team understands complex tax strategies and works with their tax advisor to help minimise current and ongoing income taxation and tax implications.
