Partners, principals and associates

Sydney Swanson Lakewood

14143 Denver W Pkwy, Suite 450
Lakewood, CO 80401

Tel:

308.988.1900


Email: sydney.swanson@wipfli.com

Sydney A Swanson, CPA

Manager, Tax

Over the past few years, Sydney Swanson has dedicated her focus to the private client group. She enjoys working with multigeneration high-net-worth families. Sydney is passionate about educating younger generations on wealth transfer, legacy planning and charitable giving. With the largest shift of wealth in American history coming in the next five years, she believes she as an adviser has to be ahead of it. Sydney feels a responsibility to help her clients while they are running businesses and accumulating their wealth. She believes, after that, her job is to help clients determine a purpose for their wealth, plan their legacy and educate their heirs.

Certifications

  • Certified Public Accountant

Professional Memberships and Activities

  • American Institute of Certified Public Accountants (AICPA) - Member
  • Colorado Society of Certified Public Accountants (COCPA) - Member
  • Delta Zeta Delta Xi Alumni Advisory Board - Financial advisor

Services

Private Client Services

Areas of Focus

  • High-net-worth families
  • Trusts and estates

Education

University of Northern Colorado

  • Bachelor of science degree in accounting
  • Master of accounting degree

University of Denver

  • Currently pursuing master of taxation degree