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(719) 396-2808

DESIGNED AROUND YOU!

DESIGNED AROUND YOU!

We are here to help you simplify your Finances and be the trusted Financial Partner you can count on as you plan towards your Life Goals!

Our goal? To help you reach yours.

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YOUR JOURNEY

YOUR JOURNEY

We created a process that is designed around the client to help you obtain Financial Peace!

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OUR TEAM

OUR TEAM

Over 30 years of combined experience helping clients achieve their life goals.

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LET'S GET STARTED

LET'S GET STARTED

Our first meeting is a free, no-pressure conversation so we can get to know each other and see if we’re a good fit.

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DAVE RAMSEY


Dave Ramsey is one of America’s most listened-to radio hosts, a motivational speaker, a New York Times bestselling author, and a trusted personal finance expert. Swan Wealth Management has been fortunate to serve as a Dave Ramsey SmartVestor Pro (formerly ELP) right here in Colorado Springs. In fact, Craig is the longest-endorsed SmartVestor Pro in the area, with over 14 years of helping clients work toward financial freedom.

What does it mean to be a SmartVestor Pro?

1. I agree to the SmartVestor Code of Conduct.
I believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.

2. I provide a refreshing twist on financial planning.
I have the heart of a teacher, not the attitude of a salesman. I’m someone you can feel comfortable talking to and someone you can trust. We’ll work together to create a plan to help you reach your goals.
3. I care about your future.
I’m more than a “financial planner”—I’m someone you can relate to and share your dreams with. I fit your investments to your life, help you understand what you’re investing in and why, and encourage you to stick with your long-term goals.

NAVIGATING YOUR FINANCIAL FUTURE

NAVIGATING YOUR FINANCIAL FUTURE

Financial planning can feel overwhelming, but you don’t have to do it alone. At Swan Wealth Management, we take the time to understand what matters most to you and create personalized strategies that give you clarity, confidence, and a clear path forward. 

We take Dave Ramsey’s advice to heart—approaching every client with the heart of a teacher, not a salesperson. His Baby Steps guide how we support you every step of the way.

As independent fiduciary advisors, your best interests always come first. We’re here to provide guidance, support, and accountability through life’s changes, helping you make wise decisions so your wealth can do the most good for the people and causes you care about.

SCHEDULE A MEETING

SCHEDULE A MEETING

If you have questions, please contact us and we would be happy to discuss your unique situation with you in a Complimentary, Independent, No Pressure, Second Opinion Consultation. 

Our Second Opinion will cover the following:

  • Am I taking on too much or not enough risk per my personalized risk profile?
  • Does my investment strategy make sense per my goals?
  • Am I paying too much for my investments?
  • What other planning items should I be thinking about per my goals? 


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