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Who We Serve

Below are example's of who we diligently serve

In Retirement

Are you currently retired and looking to take all the investments you have accumulated and turn it into an income plan to make it last throughout your retirement?

Several similarities exist among our clients who are financially successful retirees. You worked hard during your career, typically live below your means, and want to know how to preserve your wealth during your retirement years.

Nearing Retirement

Are you a successful couple within 10 years of retirement who seeks objective investment and retirement advice? If so, you likely have some concerns and questions about creating a paycheck in retirement and preserving the assets you have accumulated. Maybe the kids are grown and out of the house so now so it is time focus on your future. We can help you start taking the necessary steps to verify you are on track for retirement!


We help working couples with school-age children that have investment accounts at 401 (k) or 403(b) company retirement plans, IRA's, brokerage accounts and possible college savings plans. We can guide you to see how your money is invested as a whole, make sure you are properly diversified, and see if you are on track to meet your goals. Between tax preparers, insurance agents, bankers, and brokers, sometimes you just need a quarterback to consolidate, oversee, and help you manage all the moving parts.

Small Business Owner

As a business owner, you have many decisions to make and limited time. You have clients, employees, a business to run and a possible family to see. Who has time to pay attention to their personal finances? That is where we can partner with you, to verify you are doing the necessary things to protect your family, business, save for the future and help your employees.

Those who Serve the Greater Good

Whether you are advancing God's Kingdom or serving the community, we want to help! I understand that your work is not about money, but we both know we need your current and future money to work for you. Swan Wealth Management would like to partner with you in managing your finances so you can focus on your calling!