SWAN Wealth Management Group at RBC Wealth Management

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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 bank 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.

10/15/2026

A great caddie does not play the shot. They help the player focus on what matters most, block out the noise and trust the plan. At RBC Wealth Management, that is exactly what we do for our clients every single day.

RBC ambassador Shane Lowry captures the power of that kind of partnership better than anyone. Watch and see why the caddie-player relationship is one of the best analogies for what great advice looks like.

Did you know cheering on your favorite team could cost more than you think? Passion for the game runs deep and so should...
10/09/2026

Did you know cheering on your favorite team could cost more than you think? Passion for the game runs deep and so should your financial strategy. Schedule time to review your portfolio’s roster and make sure you’re positioned for a winning season.

If you’re 73 or older, your required minimum distribution (RMD) is on the calendar! What are your plans for your distrib...
10/08/2026

If you’re 73 or older, your required minimum distribution (RMD) is on the calendar! What are your plans for your distribution(s)?

1. Paying bills
2. Vacation fund
3. Gifting to family
4. Gifting to organizations that matter to you
5. Saving it in a safe place for now

Let us know below.

If you still aren't sure, we have savings options to keep your funds protected and earning a competitive yield.

No complicated enrollment. No new platforms. Just a simple next step for funds you have already earned.

Reach out and let's talk through your options.

Happy first day of fall! Wishing you all the warmth, color and wonder this beautiful season brings.
09/22/2026

Happy first day of fall! Wishing you all the warmth, color and wonder this beautiful season brings.

09/16/2026

Shane Lowry thinks beyond the next tournament. He thinks about his family's future and the legacy he is building for them. That long-game mindset is exactly how we approach legacy and wealth planning with our clients.

Did you know steadily contributing to your 401(k) is one of the most important things you can do for your finances? Stea...
09/16/2026

Did you know steadily contributing to your 401(k) is one of the most important things you can do for your finances? Steady contributions. Smart planning. Long game. That’s the formula!

𝐈’𝐝 𝐥𝐨𝐯𝐞 𝐭𝐨 𝐡𝐞𝐥𝐩 𝐲𝐨𝐮 𝐛𝐮𝐢𝐥𝐝 𝐚 𝐫𝐞𝐭𝐢𝐫𝐞𝐦𝐞𝐧𝐭 𝐩𝐥𝐚𝐧 𝐰𝐨𝐫𝐭𝐡 𝐜𝐞𝐥𝐞𝐛𝐫𝐚𝐭𝐢𝐧𝐠.

Happy Grandparents' Day! May today bring you all the warmth and joy you so generously give to your grandchildren every s...
09/14/2026

Happy Grandparents' Day! May today bring you all the warmth and joy you so generously give to your grandchildren every single day.

On this anniversary, we remember the courage and unity that rose in the face of unimaginable loss. Their bravery will ne...
09/11/2026

On this anniversary, we remember the courage and unity that rose in the face of unimaginable loss. Their bravery will never be forgotten.

For many entrepreneurial business owners, the next phase involves giving—approached with the same intentionality that bu...
09/11/2026

For many entrepreneurial business owners, the next phase involves giving—approached with the same intentionality that built their company.

09/10/2026

The Summer 2026 Investor’s Edge newsletter is out. Whether you find your stocks have become concentrated, want to know how the One Big Beautiful Bill Act can impact your estate plan or want to better understand how your ZIP code can impact your taxes, we’ve broken it down for you.

Plus, why your 30s is the best time to act on Roth conversions and five things you can do with your wealth without selling investments. You’ll get it all in this quarter’s newsletter.

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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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