A complete list of active advisors currently associated with Swan Wealth Management LLC

Warmer can help you find a great advisor at Swan Wealth Management LLC or one who fits your needs even better.

Swan Wealth Management provides discretionary and non‑discretionary asset management and retirement‑plan advisory services to individuals, high‑net‑worth clients, and business entities. The firm charges percentage‑of‑AUM advisory fees and also offers access to outsourced model strategies through Altruist’s Model Marketplace. The firm implements client strategies using a mix of in‑house portfolio management, third‑party sub‑advisors and model strategies from the Altruist Model Marketplace, and employs fundamental, technical, cyclical, charting and macroeconomic analysis to set allocations and monitor accounts. Swan may be granted discretionary trading authority, monitors accounts at least quarterly for rebalancing and tax‑loss harvesting, and notes that margin/borrowing and leverage can be used in client accounts. What is distinctive about Swan relative to many peers is its network of affiliated businesses and third‑party arrangements: representatives maintain an affiliated insurance business (Swan Insurance Services LLC) and a tax‑preparation business (Swan Tax Services LLC), and the firm discloses that representatives may receive commissions for insurance product sales and that Swan receives referral or ongoing fee portions from third‑party model managers. The brochure describes these revenue relationships and states they are managed through disclosure, client consent, and the firm’s fiduciary procedures.

To learn more about the advisors currently working at Swan Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.