Thank you for supporting the Blue Ridge Pregnancy Center!
Welcome to Financial Advice that shares your Values
You’ve arrived at this page because you support the Blue Ridge Pregnancy Center, and that matters deeply to us. Thank you for your support.
At SWIM Financial, one of the core values we share with BRPC is a commitment to Choosing Life. Our owner and financial advisor, Mike Sharrett, has supported BRPC financially for nearly a decade, served on its Board of Directors from 2022 to 2025, and is proud to be a Bronze Corporate Sponsor of the 2026 Annual Golf Tournament.
If you’re looking for a financial advisor who shares your values and your support for Choosing Life, you’re in the right place.
As a special offering for fellow BRPC supporters, I’m providing complimentary Risk Assessments and WealthVision plans. If you’d like a second opinion on your current investment portfolio, I’d be glad to help identify potential blind spots and underlying risk factors you may not be aware of. Use the link below to get in touch.
The Value of a Second Opinion
Whether you manage your investments on your own, have accounts spread across multiple institutions, or wonder how your portfolio might hold up in the next market downturn, a second opinion can be one of the most significant financial decisions you make.
I use advanced tools to stress-test portfolios and identify how much risk you’re actually exposed to—not just how much you think you are. I also offer a complimentary, comprehensive planning platform called Wealth Vision (a $2,400 value), which helps clarify your retirement goals and illustrates multiple paths to pursuing them—along with the adjustments needed if you’re concerned about a potential shortfall.
If you’d like a complimentary portfolio stress test or Wealth Vision retirement plan, click the button below to get started.