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AJ Sweigart

Associate Planner

What sets me apart is my commitment to education and empowerment—I don’t just provide financial plans; I help clients understand the “why” behind every strategy. Whether you’re planning for retirement or need guidance on budgeting and wealth preservation, I am here to help.

My Approach

Everybody has a story, and mine is rooted in a passion for financial strategy and helping others achieve their financial goals. I started my journey in finance with a strong interest in wealth management, investing, and financial planning. As a dedicated Associate Planner with Dedicated Wealth Partners, my mission is to provide personalized, strategic guidance to help clients build and secure their financial futures.
 

While currently attending Shippensburg University for Finance and Management, I have developed a keen understanding of financial planning, risk management, and wealth-building strategies. My approach is centered on integrity, transparency, and long-term success, ensuring that every client receives customized solutions tailored to their unique financial aspirations.

Contact

I would love to connect with you to discuss how I may help you reach your goals.

(717) 701-3334

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© 2024 by Dedicated Wealth Partners.

Dedicated Wealth Partners is not a registered investment advisor (RIA) or broker-dealer registered with a regulatory body. As such, we do not offer investment, tax, or legal advice.

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