Black Swan Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Black Swan Wealth Management serves individual clients by providing advisory guidance primarily through the selection and referral of third‑party investment advisers rather than direct portfolio management. The firm also offers financial planning and related guidance, and its brochure reports that it did not manage client assets directly as of December 2022.
Its investment approach cites modern portfolio theory as a foundation and focuses on vetting and monitoring outside managers, using benchmarking against comparable indices and any adviser‑specific benchmarks. BSWM does not have discretionary authority over client accounts and typically receives compensation via negotiated fee‑sharing arrangements with the third‑party advisers it recommends.
Noteworthy differences from many peers include the firm’s principals’ activities outside the advisory business: a licensed insurance agent and real estate broker may offer insurance and real estate‑related services to Massachusetts clients, and the firm is a partner in an online investor‑education business. The firm also does not aggregate client trades, does not participate in wrap fee programs, and does not operate as a traditional percentage‑of‑AUM portfolio manager, which are less common attributes among supported firms.
Client services
Main office
219 Cavan Lane
Glastonbury CT 06033
Advisors at this office
2
Most active in
Connecticut
Also doing business as
Black Swan Wealth Management · Groves, Ryan C
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Wayne C
Series 63, Series 66
Glastonbury, CT
Black Swan Wealth Management
Wayne Connors is a financial advisor at Black Swan Wealth Management with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including 3D Asset Management and Symmetry Partners. Connors is also a managing partner of Retirement Investor LLC, an online educational content business related to investments. Black Swan Wealth Management serves individual clients primarily through the selection and referral of third-party investment advisers rather than direct portfolio management. The firm focuses on modern portfolio theory and monitoring outside managers, without discretionary authority over client accounts.
Ryan G
Series 63, Series 65
Glastonbury, CT
Black Swan Wealth Management
Ryan Groves is a financial advisor at Black Swan Wealth Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Black Swan Wealth Management since 2013, with a brief tenure at 3 D Asset Management in 2016. Outside of advisory services, he is a licensed real estate broker and insurance agent in Massachusetts and is a partner in an online educational content business for do-it-yourself investors. Black Swan Wealth Management provides advisory guidance primarily through selecting and referring third-party investment advisers rather than direct portfolio management. The firm focuses on vetting and monitoring outside managers using modern portfolio theory and does not have discretionary authority over client accounts.
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