SWAN Wealth Management Group, Inc. Email Format

Financial ServicesFlorida, United States2-10 Employees

SWAN Wealth Management Group, Inc. operates in the financial services sector, offering guidance to individuals and families on managing, preserving, and transitioning wealth. The firm aims to simplify clients’ financial lives while helping them pursue their goals and establish a lasting legacy for loved ones and valued interests. Based in Boca Raton, Florida, the company serves a private client base and engages with affiliates who provide securities and advisory services through partner organizations. Investment advice is delivered through a registered advisor, while securities are offered through a national brokerage network, with associated representatives authorized to discuss matters with residents of a defined set of states. The business emphasizes its role in comprehensive wealth management and legacy planning within its local market context.

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