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SWBC We don’t just provide financial services, we empower you to focus on the things that matter most to your business. Forward. Together.

Headquartered in San Antonio, SWBC is a diversified financial services company co-founded in 1976 by Charlie Amato and Gary Dudley on the principles of providing excellent customer service and putting clients and their needs first. As an international financial services company, we provide quality products and services to help financial institutions, businesses, and individuals meet their goals. We are licensed to market and service a variety of financial products in all 50 states, offering solutions through several wholly-owned subsidiary corporations. What separates us from the rest:
• We’re dedicated to security.
• We consistently invest in technology.
• We invest in our team members.
• We have a strong marketing team.
• We’re a relationship-based company. Follow us, and let’s move Forward.

If Tax Advisors picked Halloween costumes, what would they wear?A mermaid for diving deep into the details. A police off...
10/20/2026

If Tax Advisors picked Halloween costumes, what would they wear?

A mermaid for diving deep into the details. A police officer for keeping an eye on every number. A judge for reviewing the facts. A GI Joe for taking on tough challenges. Or maybe Barbie because adaptability is a superpower.

This Halloween, we're having a little fun with the qualities that help property tax professionals do what they do best.

Which costume would you choose? 👻

The SWBC Ad Valorem Tax Advisors team is here to help property owners navigate the complexities of property taxes year-round.

Hot inflation. Cold feet. Last week, a hotter-than-expected CPI report and a pullback in tech stocks sent investors towa...
10/19/2026

Hot inflation. Cold feet.

Last week, a hotter-than-expected CPI report and a pullback in tech stocks sent investors toward the safety of Treasury bonds. Chris Brigati breaks down what moved markets, how the Fed is weighing the data, and why municipal bonds had one of their strongest weeks in months.

Read the full commentary:

Bond markets face continued volatility due to inflation concerns and rising yields, yet opportunities for long-term investors emerge amid the turbulence.

10/19/2026

Growth is a goal for many organizations, but growth also brings new challenges.

Expanding teams, evolving processes, changing employee expectations, and increasing compliance responsibilities can all affect how a business operates. This article explores why successful organizations take a strategic approach to workforce management as they scale and why preparing for future growth often starts long before it becomes necessary.

Read more in the article, https://swb.us/4zrvzqD.

Every successful automotive business runs on teamwork.From technicians and service advisors to office staff and leadersh...
10/16/2026

Every successful automotive business runs on teamwork.
From technicians and service advisors to office staff and leadership, each person plays a role in creating a positive customer experience and keeping operations moving forward.
When teams communicate well, support one another, and work toward shared goals, businesses are better positioned for long-term success. https://swb.us/4yKGAmP

Every homeowner knows the excitement of decorating for fall.But before the pumpkin patch haul arrives, take a few minute...
10/16/2026

Every homeowner knows the excitement of decorating for fall.

But before the pumpkin patch haul arrives, take a few minutes to tackle these simple seasonal maintenance tasks.

Swipe through for five easy ways to help prepare your home for the months ahead.

Read more: https://swb.us/4rb84yY

Running a business has never been simple. A century ago, owners handled payroll by hand, hired through word of mouth, an...
10/16/2026

Running a business has never been simple. A century ago, owners handled payroll by hand, hired through word of mouth, and often managed employee concerns without a formal HR department.
Today’s tools are better, but the responsibilities have only become more complex. From payroll and compliance to employee benefits and workers’ compensation, SWBC Payroll + HR helps business owners manage the details while keeping their focus on their people and their business.
See why business owners 100 years ago would have welcomed the support of a PEO. https://swb.us/4hLad0i

SWBC Investment Services is honored to serve as Sole Manager for the City of Kenedy Combination Tax and Revenue Certific...
10/15/2026

SWBC Investment Services is honored to serve as Sole Manager for the City of Kenedy Combination Tax and Revenue Certificates of Obligation Bond, Series 2026.

We are proud to support Texas communities by providing public finance solutions that help fund important local priorities and long-term growth.

https://swb.us/4e87kp3

Congratulations to the City of Kenedy on this successful financing initiative.



Securities offered by SWBC Investment Services, LLC, member FINRA & SIPC. Advisory services offered by SWBC Investment Company, a Registered Investment Advisor. This announcement appears as a matter of record only and is neither an offer to sell nor a solicitation of an offer to buy these securities. The transaction referenced above has been completed. Past performance is no guarantee of future results. For more information regarding this issue, please refer to the Official Statement available on the MSRB’s Electronic Municipal Market Access (EMMA) system.

Sweater weather is here!Before you fully embrace blanket season, spend a little time getting your home ready for cooler ...
10/15/2026

Sweater weather is here!

Before you fully embrace blanket season, spend a little time getting your home ready for cooler days. A few easy tasks now can help make your home feel more comfortable, organized, and cozy all season long.

Read our latest blog and give your home the sweater weather treatment!

https://swb.us/4AKg4vc

What's haunting your business this fall? From slip-and-fall accidents to seasonal staffing risks, increased holiday acti...
10/15/2026

What's haunting your business this fall? From slip-and-fall accidents to seasonal staffing risks, increased holiday activity can create unexpected liability exposures. Learn how reviewing your insurance coverage now can help protect your business before the busy season begins.

Read the blog: https://swb.us/4ygwdX6

Schedules shift. Plans change. The unexpected shows up uninvited.Through all of it, your family counts on one thing stay...
10/14/2026

Schedules shift. Plans change. The unexpected shows up uninvited.

Through all of it, your family counts on one thing staying steady: you.

Life insurance helps keep that steadiness in place if you're no longer here. It can help replace your income, cover the mortgage, and keep your children's future on track. When everything else feels uncertain, it brings clarity and certainty.

Getting covered is simpler than you think. Compare options from multiple top-rated carriers and see your quote in minutes.
Simple to obtain. Powerful when it matters most.

👉 Get an instant quote today: https://swb.us/4s4hOLZ

Address

9311 San Pedro
San Antonio, TX
78216

Opening Hours

Monday 8am - 5pm
Tuesday 9am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12105251241

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