7 reasons people seek out our help – Is this how you feel?

  • How can I be sure I don’t outlive my finances and can confidently leave a legacy for my family
  • I’m feeling overwhelmed with too much information and don’t know where to start and what’s best for me and my family
  • My current financial advisor relationship feels transactional rather than a true relationship
  • I feel my current advisor doesn’t take time to listen to me or make time for me - I’m distant from the process
  • I am living to work and not working to live. I want to live life fulfilled with purpose, while making memories with friends and family
  • My investments are not aligned with my values
  • I am looking to Sleep Well at Night (SWAN)

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. Our team has 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.

Proud to work with a nationally recognized teammate

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!

Global Insight Monthly

Global Insight Cover Image - April 2024Interest rate mood swings

As the year progresses and the season changes, so too have some central bank rate cut expectations. We explain how investors should proceed.  Read the Global Insight Monthly »

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet the team

Learn more about SWAN Wealth Management Group

Success story

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.

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Contact

SWAN Wealth Management Group

949-720-8924
david.c.thompson@rbc.com