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Leaving a charitable legacy with donor advised funds

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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

Swesey & Swesey Wealth Management Group

Phone: 425-712-7317
Toll-Free: 1-866-285-8729

Patrick Swesey, AWM

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

Phone: 425-712-7317

Paul Swesey

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

Phone: 425-712-7318

Cynthia Christensen

Branch Service Mgr/Sr Registered Client Assoc

Phone: 425-712-7324

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Edmonds
303 5th Ave. South, Suite 100
Edmonds, WA 98020
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