Stephen D. Swift, ChFC

Stephen's Bio

Steve is a Partner and Wealth Advisor at Perigon Wealth Management, LLC in Syracuse, NY. Prior to the merger with Perigon Wealth in 2024, Steve was a founding member of Blue Water Capital Management where he served as CEO, partner and advisor. A 37 year veteran in the financial services industry, Steve develops and maintains relationships with individuals and businesses in the areas of investment management, financial planning and retirement plan fiduciary services.

Steve received his BS in Education from Buffalo State University and his Chartered Financial Consultant (ChFC) designation from the American College of Financial Services. Steve is a member of the Financial Planning Association of Central New York and currently serves on the board of directors.

Steve is a past member and President of the Syracuse City School District’s Board of Education and currently serves on the district’s Partnership Council for Career and Technical Education. He is also involved in other Central New York community based organizations.

A lifelong resident of the Syracuse community, Steve and his wife, Kristin, spend their winters skiing in Central New York and their summers on the shores of Lake Ontario.

Stephen's Team