Welcome, to Swinn Private Wealth Group

At Swinn Private Wealth Group, we believe wealth planning is never one-size-fits-all. It’s about you, your goals, and your vision for the future. Every strategy we build is custom, designed to reflect your unique priorities, values, and circumstances.

Our process is deliberate, disciplined, and proven. We take the time to understand what matters most to you, then craft strategies that align with your life today while preparing for the opportunities and challenges of tomorrow.

We focus on serving high-net-worth individuals, families and business owners who want more than generic advice. They want a trusted advisor who listens first and can deliver tailored solutions with precision.

Here, the client always comes first. From the initial conversation to every step of your financial journey, our focus remains on creating clarity, confidence, and a path toward lasting success.

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Proud to work with a nationally recognized teammate

At Swinn Private Wealth Group, we are proud to share that our very own Cason Swinn has been recognized on a national level for his leadership and commitment to clients. This recognition reflects the trust of our clients and the strength of our entire team. We are grateful to serve our community and continue helping families and businesses plan for what matters most.

  • Forbes Best-in-State Wealth Advisors list - 2025, 2024, 2023, 2022
  • Forbes Best-In-State Wealth Management Teams - 2026, 2024
  • AdvisorHub Advisors to Watch - 2025, 2023

Social Media

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March is Women’s History Month. We are proud to support strong, capable women who are building wealth, leading families, running businesses, and making confident financial decisions. Financial clarity creates confidence. Confidence creates freedom. If you are a woman navigating wealth, transition, retirement, or leadership, you don’t have to do it alone. We are here for that conversation. #SwinnPrivateWealthGroup #RBCWealth #WomenInWealth #AdviceBeyondInvestments #RetirementPlanning #WealthPlanning #FinancialLiteracy #InvestmentStrategies #Teamwork

February is a reminder that meaningful work is built on relationships. Behind every plan are real people, real goals, and real life moments. This month reinforced the importance of slowing down, listening well, and staying connected. This applies not just to the work we do, but to the people we serve and the team we do it with. As we move into March, we are carrying forward a renewed focus on clarity, communication, and care. Because the strongest plans and the strongest teams are built on trust. Grateful for the conversations, collaboration, and momentum February brought. #SwinnPrivateWealthGroup #RBCWealth #AdviceBeyondInvestments #RetirementPlanning #WealthPlanning #FinancialLiteracy #InvestmentStrategies #Teamwork

Wealth transfer is about more than money. It’s about your family legacy and aligning your priorities, passions and values with the next generation. Our new wealth transfer report can help you create a family legacy that spans generations. https://docs.rbcwealthmanagement.com/us/68786-wealth-insights-wealth-transfer-guide.pdf

Key dates for tax form distribution

With the individual income tax filing season nearing, you may be searching for your tax documents. Take a look at the table below for estimated distribution dates.

Tax reporting document Approximate availability date
Form 1099-R January 30, 2026
Fair Market Value Statement January 30, 2026
1099 Tax Information Summary February 16, 2026
Income Summary (FYI Statement) February 27, 2026
REMIC Tax Information Summary March 16, 2026
1042-S April 1, 2026
Revised 1099 Tax Information Summary


(tax year 2025 - revision 1)		 On or about March 16, 2026
Revised 1099 Tax Information Summary


(tax year 2025 - revision 2)		 On or about April 3, 2026
5498 June 1, 2026
Revised 1099 Tax Information Summary


(tax years 2022 – 2025)
*Please note that timing is subject to change.		 Monthly beginning May 2026

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

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Global Insight Monthly

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Read more in Global Insight Monthly

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