Sweitzer Asset Management, LLC

Sweitzer Asset Management, LLC

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Insurance Agencies, Brokerages & Related Activities

About Us

The Sweitzer family comes together as a team with multigenerational experience in financial planning, insurance, older adult care and uses that experience to help families navigate the road to come.

Since 1983, Ken has helped retirees and pre-retirees who want to protect their retirement income from risk of loss. Since founding Sweitzer Asset Management, he has made independence and doing what is in the best interest of his clients the focus of his firm. Ken enjoys spending time outdoors and is an avid hiker and golfer. He has played a variety of other sports as well and remains one of the most decorated student athletes in the history of University of Connecticut football. Ken is a past vice president of the Board of Directors of The Children’s Center of Hamden.

Since 1995, Cari has designed structured income plans for our clients. Cari also served the community as a care coordinator for local seniors and their families. She has seen it all regarding aging, the rising costs of health care, and the financial and emotional impact on families. Cari is a volunteer at the Old Saybrook Senior Center and an active member of the Child & Family Agency.

Sam joined Sweitzer Asset Management and made it a multi-generational family business. Sam provides value to his clients by holding his Series 65 Investment Advisor Representative license, as well as being an independent insurance agent. Prior to joining the firm, he served clients as an associate auditor in the Greater-Boston Area for Deloitte.

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