Welcome to Peerless Wealth

We provide thoughtful, personalized financial guidance designed to help you grow, protect, and enjoy your wealth with confidence. Whether you're planning for retirement, managing investments, building a business, or preparing the next generation, we are here to guide you every step of the way.

THE IMPORTANCE OF HIRING A FIDUCIARY

Our People

Sarah J. Rowe

Operations Manager, Client Services | FPQP®

Shawn Swanson

Financial Advisor & Insurance Specialist

Peerless Wealth

at a Glance

2019

Founded

$140+ million

Assets Under Management

100+

Families Served

Charles Schwab

Custodian

Independent, Fee-Only, SEC Registered

Firm Structure

Risk-managed, evidence-based

Investment Approach

This is what we do. Get in touch today.

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Recent Blogs

driver looking forward towards the road with their eyes reflected in the rearview mirror

Tax Planning vs. Tax Preparation: They're Not the Same Thing

Erik Thompson | Apr 29, 2026

Categories

Tax Planning

Finance

Retirement

Investments

Many people think about taxes once a year — when April rolls around and it's time to file. By then, the year is already in the rearview mirror. The decisions that could have made a difference? Many of the deadlines for them already passed. That's the gap between tax preparation and tax planning. And understanding the difference could change how you think about your money — not just in the spring, but all year long...