About Us
Tamarack Trail is a fee-only, wealth management fiduciary that offers financial planning, investment management, retirement plans, and estate & legacy planning services. Tamarack Trail was created to serve high net worth clients and strive to deliver to them an unparalleled level of service and counsel. Every client of the practice is important to us because our work is driven by a commitment to serve clients and their families over multiple generations.
We aren’t driven by revenue or earnings targets, nor are we owned by an outside private equity or a publicly traded company. These differences allow us to focus on the most important thing – our relationship with our clients from beginning to end.
The wealth management approach at Tamarack Trail is a three-part recipe of Active Planning + Inv. Management & Consultation + Relationship Management. We start with our client’s best interest in mind and everything we do is designed to help our clients pursue their goals.
Joseph N. Swiderski, CFA, CFP®
Founder/President — Tamarack Trail Investment Partners, LLC
Joe Swiderski is the founder and president of Tamarack Trail Investment Partners, LLC., a comprehensive boutique wealth management firm. Joe has over 20 years of experience in wealth management and has managed over $1.1B in client assets. As a designated Chartered Financial Analyst and Certified Financial Planner®, Joe brings extensive industry experience and expertise to each of his client relationships. His deep-rooted knowledge of portfolio management, liquidity and credit management strategies, as well as estate, charitable, and retirement planning, helps ensure that the right solutions are utilized and integrated into his clients’ overall wealth management strategies.
​
Joe’s previous experience includes serving as a Senior Director for BNY Mellon Wealth Management and a Senior Vice President for Huntington National Bank, where he was
repeatedly recognized as a top performer. He has extensive experience in working with business owners, especially those who may be facing a liquidity event, working with executives of publicly traded companies, working with successful families over multiple generations, working with complex trust and estates, and advising charitable organizations.
​
Before joining Huntington, Joe was a relationship manager with Key Private Bank, where he provided comprehensive financial planning and wealth management solutions to high-net-worth individuals, professional athletes, executives, entrepreneurs, and nonprofit organizations.
Outside of his career, Joe is heavily involved in his community. He is on the Board of Catholic Charities, where he is the Treasurer of the organization and involved with the Advancement, Finance, and Investment committees; he’s a member of the CFA Society of Cleveland; is a member of the Estate Planning Council of Cleveland, and a member of the CFP® Board of Standards. He enjoys golf, cheering on the local sports teams, and spending as much time as he can with his wife and three children - travelling and supporting them in their activities.
Certifications
Chartered Financial Analyst® Designation (CFA®)
Certified Financial Planner® Designation (CFP®)
Community Involvement & Memberships
Catholic Charities in the Diocese of Cleveland – Board member
The CFA Society of Cleveland
The Estate Planning Council of Cleveland