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.

#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and we are honored to work for a company that is committed to our clients and puts people first.

Political reality checks

As the U.S. elections approach, we look at how the candidates’ policy prescriptions could play out under the most plausible election outcome scenarios, and highlight the checks and balances that could limit the impact of politics on financial markets. 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

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
SwanWealthManagment@rbc.com