Swan Wealth Management Employee Directory

Financial ServicesColorado, United States2-10 Employees

Swan Wealth Management is a financial services firm based in Colorado Springs, Colorado, offering wealth and investment management tailored to individual goals such as college funding, retirement planning, and philanthropy. The practice emphasizes independence and puts clients’ interests first, operating on a fee-only model to minimize conflicts and provide objective advice. Serving a private client base in a boutique setting, the firm focuses on comprehensive financial planning and risk-aware investment guidance aligned with each client’s priorities. In addition to its core advisory role, the firm formed a partnership with Riskalyze in late 2019 to support its approach with a structured, logic-based framework for client risk assessment. The firm is a small independent advisory in the broader financial services industry, positioning itself as a client-centric alternative within Colorado Springs.' }# The response must be strictly a JSON object with the description field; ensure proper formatting. } )? } } } } }} ) } } } } } }  } } } } } | } } } } } }  } }  }? } } } } }  } }  }  } }  } }  } }  } }  }  } }  } }  }  } }  }  } }  } }  }  }  } }  }  }  } }  }  }  } }  }  }  }  }  }  }  }  }  }  }  }  }  } } } }  }  }  }

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