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. 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.

The new face of wealth and legacy

A study commissioned by RBC Wealth Management and conducted by The Economist Intelligence Unit (EIU) has revealed that the definitions of wealth and legacy are shifting among high-net-worth individuals in the U.S. Rather than focus on wealth preservation or the traditional transfer of assets, Americans are increasingly concerned with the impact of their money over their lifetime and beyond. To learn more about this transformation and other interesting findings, download the full report.

Europe: Green shoots wilt

Tariff disputes, Brexit uncertainty, and political tensions are casting shadows over the green shoots of Europe’s anticipated economic recovery. We provide an investment-focused overview and discuss our decision to downgrade European equities. Read the full economic outlook in the latest edition of Global Insight.

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 our group

Learn more about the SWAN Wealth Management Group

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Contact

SWAN Wealth Management Group

949-720-8924
SwanWealthManagment@rbc.com