Our Business

Shearwater Creek Wealth Advisors was founded in October, 2016 by Chris Sawch and Ed Booth. Prior to founding the practice, for nearly 20 years, Chris and Ed ran one of the largest private client teams in Connecticut for Morgan Stanley and UBS Financial Services. Shearwater Creek Wealth Advisors is proud of building strong, lasting relationships with successful individuals and their families. Our mission is to be our clients's most valued advisor by helping them address the myriad of issues and responsibilities that come with managing wealth.
Our Business
Our business revolves around goals-based planning. Leveraging a broad network of specialists and expert advisors from around the country, we encourage a team approach to planning and provide comprehensive perspectives on a variety of topics, including investment management, retirement planning, wealth transfer, tax minimization strategies, philanthropic planning, access to lending services through Wells Fargo affiliates, life, elder care, and more.

Our collaborative approach saves time and money by ensuring that your advisors will be involved and engaged from the start in determining the best strategies to fit your unique needs.

Wells Fargo Advisor Financial Network is not a legal or tax advisor.
Trust services available through banking and trust affiliates in addition to non-affiliated companies of Wells Fargo & Company.
Insurance products are offered through nonbank insurance agency affiliate of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.