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RBC Wealth Management

SWAN Wealth Management Group

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              • Home
              • About
                • About our team
                • Wealth management approach
                • The RBC Wealth Management difference
              • Our partnership
                • Our partnership with you
                • Who we work with
                • Successful client story
              • RBC Wealth Management Online
              • Advantages of credit
              • City National Bank
              • Contact
              • Research
                • Insights
                • Market commentary

              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

              Gresell Wedel

              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

              Senior Registered Client Associate

              Phone: 949-720-8911

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