We are a dedicated financial planning firm serving three types of clients: small business owners / self-employed 1099 professionals, equity-compensated professionals, and physicians. Whether you are scaling a business, managing stock options, or balancing a demanding medical career, Swan Wealth is committed to providing objective, fiduciary guidance. We prioritize transparency, education, and measurable results, helping you build and preserve wealth with confidence. Connect with us to explore how we can elevate your financial strategy.

Securities offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Swan Wealth

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Swan Wealth

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