Recent Posts
  • 05-12-2012
    Last Year All Over Again? – Apr 2012 Newsletter

    By BuÄŸra Bakan
    “We should have shouted from the rooftops that a system had been built in which banks were too important to fail, that banks had grown too quickly and borrowed too much, and that so-called ‘light touch’ regulation hadn’t prevented any of this.” Governor of Bank of England, Sir Mervyn King
    In hind sight, [...]

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About us

We are a small group of individuals dedicated to the financial well being of our clients led by the founder of SWM, Bugra Bakan CFP®, MBA. Bugra Bakan has been serving his clients’ financial needs in the San Francisco Bay Area for over a decade.