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

San Antonio
Joined August 2012
Behind every successful automotive business is a team working toward the same goal. Strong communication, collaboration, and support help keep operations running smoothly and customers satisfied. swb.us/4ii8P6A #AutomotiveIndustry #Teamwork
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Before decorating season officially begins... 5 quick homeowner tasks: ✔ Gutters ✔ Roof ✔ Drafts ✔ Detectors ✔ HVAC Swipe through and read the full blog: swb.us/4AjDIif
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Business has changed a lot in 100 years, but payroll and HR headaches have stood the test of time. See why business owners then and now could benefit from the support of a PEO. swb.us/4hHaqBy #BusinessOwners #HRSupport #SWBCPayrollPlusHR
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Sweaters ✔️ Blankets ✔️ Pumpkin-flavored everything ✔️ Is your home ready for cozy season? Check out our latest fall home prep guide for simple ways to get comfortable before cooler weather arrives. swb.us/4jAEd1b
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Holiday traffic can bring more than increased sales. Customer injuries, temporary staff, special events, and cyber threats can increase liability risks. Learn how to prepare your business before the holiday rush arrives. swb.us/4AYX7oQ
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Your family counts on you to stay steady. Life insurance helps keep it that way. Simple to obtain. Powerful when it matters most. 👉 Get an instant quote: swb.us/3VJ7tsX #LifeInsurance #SWBC
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AI is transforming financial services, but is your credit union’s data ready? Fragmented systems and inconsistent reporting can limit AI’s impact. Learn why a strong data foundation is key to smarter decisions and greater efficiency: swb.us/4B874k #SWBC #AI
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Employee expectations are evolving. Questions about mental health support, financial wellness, family-building benefits, and student loan assistance may signal it’s time to reassess your benefits strategy. Read more in our latest BusinessHub article. swb.us/4dYjEbr
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It's Multifamily Monday! What is Due Diligence? Due diligence is the review process conducted before acquiring a property or moving forward with an investment opportunity. It helps identify risks, verify information, and support informed decision-making. swb.us/4jC7x7C
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Housing supply remains a key topic across the real estate industry. Explore the factors influencing housing production, including zoning, permitting, capital access, & workforce development. A look at the conversations shaping multifamily development! swb.us/4r4yeDP
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Wage & hour compliance goes beyond issuing accurate paychecks. Classification errors, off-the-clock work, overtime calculations, and recordkeeping gaps can expose employers to significant risk. Read more: swb.us/4hDdmix
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🎥 WEBINAR RECORDING NOW AVAILABLE: Missed the live session? You can still gain valuable insights from our recent webinar, From Data to Intelligence: Navigating AI's Next Frontier for Credit Unions. Watch now: swb.us/4hBIbFy #SWBC #CreditUnions #ArtificialIntelligence
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Heading into Q4? Don't overlook your business insurance coverage. Increased inventory, seasonal hiring, cyber threats, and evolving operations can create new risks. A quick coverage checkup today may help prevent costly surprises tomorrow. swb.us/4xRhDF0
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Chris Brigati, SWBC's CIO, joined BBC News, Business Today, to break down the latest stock market activity and share his perspective on the trends, opportunities, and challenges investors should have on their radar. Hear Chris' take: bit.ly/4rPHJa
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❌ MYTH: My property's value only changes when I buy or sell. ✅ REALITY: Market conditions, income, expenses, and comparable properties may all play a role. The SWBC Ad Valorem Tax Advisors team can help. swb.us/4xk5Ui1
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What is a Capital Improvement? A capital improvement (CapEx) is a major property upgrade that adds value, extends useful life, or improves functionality, such as a new roof, HVAC system, or clubhouse renovation. Learn more with SWBC Real Estate: swb.us/4h2YdHb
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🏈 Retirement ≠ a lower tax bill. IRA withdrawals, Social Security & investment income can all be taxed. Don't wait for the final quarter — review your 2026 retirement tax game plan before year-end. 👇 swb.us/4jf2Q3l #RetirementPlanning #TaxPlanning
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Rising interest rates are reshaping the multifamily market. Learn how refinancing challenges, loan maturities, and changing property values are creating distressed apartment opportunities and what investors should consider before acquiring them. swb.us/4iIHo6M
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