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.

06/25/2026

If you own a business, your biggest financial questions may sound something like this:

•What's my business worth?
•When's the right time to sell?
•What transition option fits my goals?

We've got a resource built around exactly those questions. Let's talk through it together.



06/25/2026

RBC Wealth Management, in collaboration with MLS and Black Players for Change, recognizes nonprofits making a difference in their community.

I’m excited to help announce the four exceptional organizations from the Carolinas that are being honored as Hometown Heroes. They will be celebrated at this year’s MLS Hometown Heroes Showcase.

It's an honor to support and celebrate these amazing organizations. Thank you to all our Hometown Heroes for the positive impact you create!
https://bit.ly/4oWqmDi

Did you know financial freedom is the top financial goal for both men and women today?But wealth is about more than just...
06/25/2026

Did you know financial freedom is the top financial goal for both men and women today?
But wealth is about more than just numbers, it’s about aligning your money with your values. Our research shows that family values are the foundation of financial decisions across every generation.

I’m here to help you map out a plan that protects your family’s future while letting you enjoy life right now.

Let’s connect and start building your path.

Markets rise and fall. Your retirement income doesn't have to.An annuity creates a foundation of steady income you can c...
06/24/2026

Markets rise and fall. Your retirement income doesn't have to.

An annuity creates a foundation of steady income you can count on, while limiting market exposure. It's the layer of protection that brings confidence to your retirement strategy.

Let's talk about how an annuity strengthens your overall plan.

Crafting a family mission statement can be a fun and enlightening activity that allows all the voices in the family to b...
06/23/2026

Crafting a family mission statement can be a fun and enlightening activity that allows all the voices in the family to be heard. It also requires everyone to listen, share and learn.

I can help you get the conversation started.

06/22/2026

RBC Wealth Management prioritizes care and communication when working with clients' families to support their health care and caregiving concerns.

The first day of summer is here!Whether you're planning adventures or simply enjoying moments with the people you care a...
06/21/2026

The first day of summer is here!

Whether you're planning adventures or simply enjoying moments with the people you care about, summer reminds us to pause, appreciate and make time for what brings us joy.

Here's to a season filled with sunshine and good memories.

Happy Father’s Day to all dads and granddads! Today we celebrate your inspiration, guidance, love and support.
06/21/2026

Happy Father’s Day to all dads and granddads!

Today we celebrate your inspiration, guidance, love and support.

May your Juneteenth celebrate freedom and recognize the lasting contributions of Black Americans.
06/19/2026

May your Juneteenth celebrate freedom and recognize the lasting contributions of Black Americans.

I am honored to have been named to AdvisorHub - 2026 Advisors to Watch List. ( #121 in the 400 Advisors to Watch).Thank ...
06/18/2026

I am honored to have been named to AdvisorHub - 2026 Advisors to Watch List. ( #121 in the 400 Advisors to Watch).
Thank you to my amazing clients and team who made this recognition possible.

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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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