Most individuals invest for the sake of investing find it challenging to understand the “why” behind investing. Life is an adventure and everyone’s adventure is different. You have unique objectives, dreams and aspirations. At SWAN (Sleep Well at Night) Wealth Management, we have the processes, tools, perspective and expertise to help you make smart decisions on your life’s adventure 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 and 2023. 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!
Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
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We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.
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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