SWAN Capital is an independent financial advisory firm that specializes in the needs of retirees. We recognize that traditional retirement planning utilizing only stocks, bonds, and mutual funds is out dated and falls short in realizing these goals. We help our clients design a plan for a secure future through education and quality strategies. We believe that no two individuals are alike which is why we are committed to giving clients the personal attention they deserve. Our financial strategies and solutions are as unique as our clients.

SWAN Capital

Andrew McNair

This department focuses on developing and nurturing the company's growth strategy and organizational culture.

Growth and Culture

This department is responsible for overseeing investment portfolios and making recommendations to optimize performance.

SWAN Capital

Org chart

Teams

Growth and Culture

Portfolio Management

Offices

SWAN Capital

Org chart

Teams

Growth and Culture

Portfolio Management

Offices

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