Skip To Content

Swenson Jones Associates

Private Wealth Advisors




Directions to branch Directions to branch Directions
Share this page Share this page Share page

Learn more about an advisor's
background on FINRA's BrokerCheck

Swenson Jones Associates

About us

Swenson Jones Associates

Swenson Jones Associates is a wealth-management team located in Wayzata, Minnesota with extensive experience in serving highly successful individuals and families throughout the United States. Our advisors and associates are skilled in addressing the opportunities, nuances, and complexities posed by significant wealth. We emphatically believe in the value – and outright necessity – of providing highly customized solutions based upon the client's risk tolerance, time horizon, liquidity needs and overall investment goals that caters to the specific needs of affluent families. We possess the ability to bring simplicity to the lives of families that encounter the complexities brought on by great success.

Additional Resource of a Wealth Management Lending Officer

You may also benefit from the experience of a Wealth Management Lending Officer from Bank of America, N.A. who can provide strategic and personalized banking guidance focused on your needs. Working together, Swenson Jones Associates and a Lending Officer can draw upon an expansive array of lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Wealth Management Lending Officers do not offer investment advice, nor make recommendations on investment products.

Applied Knowledge and Experience

Our team is highly trained and practices the highest degree of ethics. We hold a number of third-party credentials including: Certified Investment Management Analysts® (CIMA®); Chartered Financial Analyst® (CFA®); and numerous other financial designations. This multi-disciplinary background endows our team with insight into the inter-related tax, legal, and financial issues that are most pressing to highly successful families.

We are adept in coordinating our recommendations with those of clients’ external tax and legal advisors, facilitating a seamless approach. Our team structure provides an unusual combination of focused attention and breadth of talent. Each client has a one-to-one relationship with a senior advisor, who is directly responsible for addressing the full range of a family’s needs. The advisors draw on the resources of the wider Swenson Jones team to devise strategies, implement solutions, and streamline clients’ lives. It’s a true team approach.

Focused on the Family and Community

We recognize that wealth is not an end unto itself. Wealth becomes valuable when it promotes positive outcomes in a family and community. Our team is highly attuned to the importance of legacy – preserving wealth for future generations, nurturing the positive transmission of values, and applying wealth in meaningful philanthropic pursuits. Our wealth management approach is designed from a long-term perspective. We base our investment analysis on prudent and rigorous risk management strategies so that future generations can enjoy the hard-won success of their parents and grandparents. We offer a range of solutions, from family meetings to wealth management “boot camps,” that are designed to address the emotional side of wealth. We look to restore and enhance clients’ financial well being – a mission that infuses our approach and inspires our work.


Families come to us to organize, simplify, and coordinate their lives. We offer a range of solutions to accomplish this aim:

  • Risk management implementation
  • What we call “CEO Solutions”
  • Wealth transfer strategies
  • Tax minimization techniques
  • Lifestyle management and concierge services
  • Liability oversight and management
  • Philanthropic-centered planning
  • Family governance


    Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

    Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.

    Chartered Financial Analyst® and CFA® are registered trademarks of the CFA Institute. Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning. *Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.

    To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the Special Needs Financial Services section of

  • Meet the team


    Latest Thinking

    Back to overview

    Meet the team