News

Swiss Avenue Partners Open New Offices In Seattle

Swiss Avenue Partners would like to announce the addition of our newest expansion into Seattle, Washington.   Homer Smith is our lead partner managing this location. He is an enthusiastic entrepreneur that comes from the financial services industry with 12 years’ experience.    His focus on business owners growth and exit planning brought him to Swiss Avenue Partne...

Swiss Avenue Partners Open New Offices In Ohio

Swiss Avenue Partners is excited to announce its expansion into Ohio; opening two offices in Cleveland and Columbus.  Dwight Montgomery is the CEO of both locations and will be heading up the efforts with a dedicated team assisting him.  Dwight has 22 years of experience as a financial professional and is the CEO of a wealth management firm.  We are proud to have them aboard. ...

Swiss Avenue Partners Conference 2013

The Swiss Avenue Partners Conference, June 5-7, 2013 in Scottsdale AZ, is our fifth conference and is an exclusive event for clients, past clients and all local/national Channel Partners. The conference theme revolves around thinking creatively about your business; getting back to the inspiration that leads to imagination for launching the next phase of growth.  To get more information on the...

Client Conference 2011

Date: June 9-10 Location: Loews Coronado Bay *For more information click here: http://events.constantcontact.com/register/event?llr=ubqedwcab&oeidk=a07e36ixmgz656d1bba This years sponsors are: www.rtbk-cpa.com www.dsmwlaw.com www.kfwib.com

Welcome to Swiss Avenue Partners

This site is your source for useful tips and advice to benefit your burgeoning business or established enterprise. Our experienced team of specialists provides business training and solutions for existing companies. With tailored tools, innovation, and proven methods, we enhance business valuation and leverage human capital. You can find a wide variety of services and strategies for expandi...