SWAN Wealth Management Group at RBC Wealth Management

SWAN Wealth Management Group at RBC Wealth Management You have unique objectives, dreams and aspirations. Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Non-U.S.

At SWAN Wealth Management, we have the processes, tools, perspective and experience to help you make smart decisions on your life’s adventure so you can live your best possible life. 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 ban

k affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC. Residents
This website has been published in the United States and is intended to provide information and documents in compliance with applicable United States laws and regulations. For non-U.S. residents or citizens, RBC Capital Markets, LLC may not be licensed in your jurisdiction, and the contents of this website are not a solicitation or advertisement in your jurisdiction.

Need cash? The math behind whether you should borrow or sell can make all the difference. Read more: https://bit.ly/4vKr...
06/02/2026

Need cash? The math behind whether you should borrow or sell can make all the difference. Read more: https://bit.ly/4vKr5K3

The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communic...
06/02/2026

The difference between creating a legacy of chaos and one of shared values often comes down to a single matter: communication.

A family meeting is the perfect way to start this dialogue. They represent more than wealth planning as they're foundational for meaningful conversations about values and intentions for future generations of your family.

I can help you and your family with your family meetings and your wealth transfer to the future generations.

Your ideas of family harmony happen here.

Schedule your family meeting consult with me.

Your retirement plan has a lot of moving parts. Social Security. Savings. Investments. But is something missing?An annui...
06/02/2026

Your retirement plan has a lot of moving parts. Social Security. Savings. Investments.

But is something missing?

An annuity may be the missing piece that completes your retirement picture, providing steady, reliable income that works seamlessly alongside everything else you've built.

Ready to see how it fits into your plan?

How much could your business save in taxes? The One Big Beautiful Bill Act (OBBBA) is changing the game for equipment in...
06/01/2026

How much could your business save in taxes? The One Big Beautiful Bill Act (OBBBA) is changing the game for equipment investments and manufacturing properties. With 100% bonus depreciation and expanded interest deductibility, now is the time to evaluate your capital investment strategy. Reach out to me on how RBC can help you capture these benefits. Learn more: https://bit.ly/4fere3f

Still logging into multiple financial sites just to see where you stand? That can change. RBC Total Wealth lets you secu...
05/29/2026

Still logging into multiple financial sites just to see where you stand?

That can change. RBC Total Wealth lets you securely connect to thousands of financial institutions, including your external 401(k), checking and credit card accounts, so everything is in one convenient place.

Reach out today to start the discussion. I’d love to show you how this view can change your planning.

The One Big Beautiful Bill Act (OBBBA) is creating significant tax opportunities for businesses. With 100% bonus depreci...
05/28/2026

The One Big Beautiful Bill Act (OBBBA) is creating significant tax opportunities for businesses. With 100% bonus depreciation on new equipment, expanded eligibility for qualified production property investments and enhanced interest deductibility, you could reduce your taxable income. RBC can help you navigate these new incentives and optimize your investment strategy. Don't miss out on this window of opportunity.

Freedom isn't free. It's carried forward by the brave individuals who made the ultimate sacrifice for our country.On Mem...
05/25/2026

Freedom isn't free. It's carried forward by the brave individuals who made the ultimate sacrifice for our country.

On Memorial Day, we honor their memory and the families who continue to feel their absence. Their legacy lives on in the lives we're able to lead and the values we hold dear.

Today we remember, we honor and we say thank you.


From bank accounts to sentimental keepsakes, use our family inventory workbook to keep track of all your details that ma...
05/22/2026

From bank accounts to sentimental keepsakes, use our family inventory workbook to keep track of all your details that matter. Download a complimentary copy today, fill it out and share its location with your loved ones.
https://bit.ly/3PWZUfB

Your business built your wealth. But is your wealth strategy built around your business?Many business owners pour everyt...
05/21/2026

Your business built your wealth. But is your wealth strategy built around your business?

Many business owners pour everything into growing the enterprise, and that's what makes them exceptional. But when personal finances and business strategy live in separate worlds, opportunities get missed. The most beneficial approach? A single, cohesive plan that connects your business growth to your family's financial future. One strategy. One team. One conversation that ties it all together.

That's how you move from building wealth to building a legacy.

05/19/2026

It's wonderful to see a pro golfer like Sahith Theegala speak to his roots and how he understands, as he gets older, that he's inspiring the next generation of golfers. He's well on his way to building his legacy.

Address

610 Newport Center Drive , Suite 900
Newport Beach, CA
92660

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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