Our Services: Total Wealth Management

One stop. Many options.

swan-line

Your Dreams Matter

At SWAN Capital, we believe you should think about your finances less and your retirement more. I named our firm SWAN Capital because it’s our goal to help select families Sleep Well At Night. 

SWAN Capital offers services in these three areas:

seed

Grow

Prepare for retirement by putting your hard-earned assets to work.

Grow

Prepare for retirement by putting your hard-earned assets to work.

  • Retirement Income Strategies
  • Wealth Management
  • Private Equity & Hedge Funds
  • IRA/401(k) Rollovers
preserve

Preserve

Protect the assets that can help you live the retirement you've always imagined.

Preserve

Protect the assets that can help you live the retirement you've always imagined.

  • Asset Protection Strategies
  • Life Insurance
  • Tax-Efficient Strategies
  • Long-Term Care Strategies
give

Give

Provide for the people and causes you care about the most.

Give

Provide for the people and causes you care about the most.

  • IRA Legacy Planning
  • Charitable Gifting Strategies
  • Family Legacy Planning

We can also refer you to professionals who provide the following services:

Trusts
Probate
Estate Planning
Charitable Giving
Tax Planning

Ready to Take the Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

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