Most individuals invest for the sake of investing find it challenging to understand the “why” behind investing. At SWAN (Sleep Well at Night) Wealth Management, we are in the business of providing our clients with a plan so they can provide a future for their families and generations to come and we have the processes, tools, perspective and expertise to help you make smart decisions so you can live your best possible life.
What are you waiting for? Let’s get started today.
At Swan Wealth Management Group, we are very proud that Financial Advisor David Thompson has been named a Forbes Best-in-State Wealth Advisor in 2022, 2023 and 2024. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, David!
Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet. Read the Global Insight Monthly »
We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
Learn more about SWAN Wealth Management Group
We reduced our client's concentrated position by 25 percent. and deferred their capital gains tax.
Please visit our successful client story page to learn more.
June 1, 2023
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