Event Recap


In the summer of 2022, SWD announced the acquisition of PSP & Associates, allowing us to help families in the Phoenix area. To celebrate, we held a special Wine & Wisdom for clients to meet our team.

Wisdom Topic


Phillis Sax Pilvinis, Founder of PSP, was able to share the exciting news with clients. Then Phillis passed the mic off to CMO Dylan Schoonover, who introduced several of our team members. We were so excited to meet our new Phoenix-area clients!

To learn more about our events, visit our Wine and Wisdom page! Join us for our next event in your city, or one of our many other cities across the United States.

If you have a financial planning or retirement question, give us a call at 87-SWD-GROUP (877-934-7687) or by sending an email to Info@SWDGroup.com.


Thanks to everyone who came out and made this event such a success. Check out our next event, or view more photos below.