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 - 2024
  • AdvisorHub Advisors to Watch - 2025, 2023
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Global Insight U.S. Recession Scorecard
Read more (US Recession Scorecard)

Social Media

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Empowering women to take charge of their financial futures is at the heart of our Women and Wealth initiative. Together we are building confidence, knowledge, and lasting impact. #SwinnPrivateWealthGroup #RBCWealth #AdviceBeyondInvestments #RetirementPlanning #WealthPlanning #FinancialLiteracy #InvestmentStrategies #Teamwork

You are in a unique position to make a lasting impact with your philanthropic giving. With Swinn Private Wealth Group, we’re committed to helping you achieve your goal of giving with intention. Ask us about the RBC Echelon partners that can help develop a philanthropic strategy to elevate your impact to the next level.

At RBC, we understand how important preserving family values and ensuring legacy is. Since education is a core value, RBC Echelon partners with one of the nation’s leading college preparatory consultants to offer guidance to position your children and grandchildren for success.

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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Follow us on social

If you would like to stay up-to-date with us and receive timely information in your Facebook and Instagram feeds, we invite you to visit and Like our Facebook page and Instagram page.

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Global Insight Monthly

Global Insight Monthly cover - August 2025

Transmission framework: How tariffs will flow through the U.S. economy

As U.S. tariff policy continues to evolve, investors are facing more questions than answers. RBC Economics provides a roadmap on when and where tariffs will start to impact the U.S. economy. Read the Global Insight Monthly »

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

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