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SWAN Wealth Management Group

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                          • RBC Wealth Management
                            • rbcwealthmanagement.com
                          • Sign in Important information
                          • Home
                          • About our team
                            • About our team
                            • Wealth management approach
                            • The RBC Wealth Management difference
                          • Business owner financial services
                            • RBC Cash Management Account
                            • Investment banking solutions
                            • Owner-only 401(k) plans
                          • Women and wealth
                          • Our partnership
                            • Our partnership with you
                            • Who we work with
                            • Successful client story
                          • Wealth planning solutions
                            • RBC WealthPlan
                            • Total Wealth
                            • Legacy planning
                            • Long-term care
                            • Health care in retirement
                            • Charitable giving
                            • RBC Echelon
                            • Advantages of credit
                            • City National Bank
                          • Resources & tools
                            • RBC Wealth Management Online
                            • Transfer Accounts
                            • Pre Approved page QA
                            • Financial empowerment
                            • Client risk prevention
                          • Research
                            • Insights
                            • Market commentary
                          • Contact

                          David Thompson, NMLS # 1640330, Maddy Stewart, NMLS # 2579704, and George Otto, NMLS # 1839462 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                          Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                          , David Thompson, NMLS # 1640330, Maddy Stewart, NMLS # 2579704, and George Otto, NMLS # 1839462 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                          Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                          , David Thompson, NMLS # 1640330, Maddy Stewart, NMLS # 2579704, and George Otto, NMLS # 1839462 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                          Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                          , David Thompson, NMLS # 1640330, Maddy Stewart, NMLS # 2579704, and George Otto, NMLS # 1839462 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                          Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                          , David Thompson, NMLS # 1640330, Maddy Stewart, NMLS # 2579704, and George Otto, NMLS # 1839462 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                          Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                          , David Thompson, NMLS # 1640330, Maddy Stewart, NMLS # 2579704, and George Otto, NMLS # 1839462 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                          Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                          , David Thompson, NMLS # 1640330, Maddy Stewart, NMLS # 2579704, and George Otto, NMLS # 1839462 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                          Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                          Read additional advisor disclosures.

                          Obtain more information about this financial advisor on FINRA's BrokerCheck website

                          Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

                          Contact information

                          SWAN Wealth Management Group

                          Phone: 949-720-8924

                          David Thompson, AWM, CEPA®, CIMA®

                          Managing Director - Branch Director,
                          Senior Portfolio Manager - Portfolio Focus

                          Phone: 949-720-8924
                          Cell: 949-630-8653

                          Gresell Wedel

                          Senior Investment Associate

                          Phone: 949-720-8943

                          Maddy Stewart, APP, CPFA®

                          Associate Vice President - Financial Advisor

                          Phone: 949-720-8997

                          George Otto

                          First Vice President - Financial Advisor,
                          Portfolio Manager - Portfolio Focus

                          Phone: 949-720-8922

                          Matt Loff

                          Investment Associate

                          Phone: 949-720-8911

                          Parker Thompson

                          Financial Advisor

                          Phone: 972-612-2909
                          Cell: 469-343-6279

                          Heidi Thompson

                          Client Associate

                          Phone: 949-720-8998

                          Address
                          Newport Beach
                          610 Newport Center Dr., Suite 900
                          Newport Beach, CA 92660
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