Grow your wealth. Lower your taxes. Keep it simple.
Your investment portfolio and your tax return shouldn't be planned in isolation. The best outcomes happen with proactive coordination.
ABOUT SWAN WEALTH
Meet the team behind your plan
Long before Swan Wealth, we were teammates on the Regis University Golf Team and classmates at the Regis University Business School. After graduation, our paths diverged as each of us went to work for asset managers across the country, serving institutional investors and honing our craft. Ten years later, we teamed up again, with a bigger mission: provide individual investors the same caliber of guidance we once reserved for institutions.
TJ Bruce, EA
Co-OwnerWEALTH PLANNER, TAX SPECIALIST
After his time at Jackson National, TJ moved to Longboard Asset Management, where he focused on alternative investments. He brings that specialty to Swan, along with his expertise in tax planning and income strategy.
Mike Mahalich
Co-OwnerWEALTH PLANNER, INCOME EXPERT
Mike took a great opportunity after his stint with Jackson National. He spent years working alongside financial advisors at several firms, helping structure investment strategies for their clients. During his career prior to Swan, he consulted on over $700M in portfolios. He's brought that same client first approach to the team.
Don Stewart, CFP®
Co-OwnerCERTIFIED FINANCIAL PLANNER, PLANNING ANALYST
When Don departed Jackson National, he moved to E*TRADE and then Morgan Stanley. While at these firms he was able to work directly with clients on financial planning and equity compensation strategies. He now applies that savvy at Swan. In his spare time, he keeps a full schedule with family, travel, golf, and skiing.
The Swan System
Here's how we get to know you and build your plan
Discover
We start with your purpose, not your numbers.
Build
We build your financial picture into one clear written plan.
Fill the gaps
Items such as insurance, tax forms, estate documents, and beneficiaries are handled.
Execution
We activate your plan, stay on top of updates, and communicate proactively.
THE SWAN DIFFERENCE
Your financial blueprint, all on one page
Our planning method covers five key areas. The deep analysis behind it all gets distilled into one page that you can understand.
Ongoing monitoring, adjustments and communication.
We monitor your plan and make adjustments on an ongoing basis as your life and the markets change. We proactively communicate with you to ensure you're informed.
The Swan Planning Method
Investments
Low-cost, tax-efficient investing that keeps more money in your pocket.
Dynamic Income Planning
Guardrail-based planning gives you a real dollar amount to spend each month, not a percentage.
Proactive Tax Planning
Strategies to lower the biggest expense you'll ever pay: your lifetime tax bill.
Estate Planning
Trusts, incapacity, and legacy questions — answered, with a vetted attorney network.
Legacy and Protection
Protecting what you've built, for your family.
We can print a 60 Page plan if you need something to collect dust at home
ADVISORY FEE SCHEDULE
As your wealth grows, your rate decreases
Transparent, tiered pricing that rewards your growth.
Up to $250,000
1.15% / yr
0.096% monthly
$250,001 – $2,000,000
1.00% / yr
0.083% monthly
$2,000,001 – $5,000,000
0.90% / yr
0.075% monthly
$5,000,001 – $10,000,000
0.80% / yr
0.067% monthly
Over $10,000,000
0.60% / yr
0.050% monthly
Important disclosures: This fee schedule is provided for informational purposes only. Fees are subject to change and may be negotiated based on individual client circumstances. Please refer to Swan Wealth Management's Form ADV Part 2 on the Investment Adviser Public Disclosure website for full disclosure of fees and services. This document does not constitute a contract or guarantee of services. Past performance is not indicative of future results. Swan Wealth Management is a Registered Investment Advisor. All advisory services are subject to the terms outlined in the client agreement and Form ADV. Nothing in this document constitutes legal, tax, or accounting advice.
Interested in how Swan can help you?
Join more than 75 households using Swan Wealth to create freedom and peace of mind.
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