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About the Swan Wealth Management
Swan Wealth Management, located at 7400 Metro Boulevard in Edina, Minnesota, is a finance institution dedicated to helping clients achieve their unique financial goals. With over 60 years of industry experience, our independent firm is committed to providing personalized financial plans tailored to each client's needs.
We understand that tax efficiency is crucial in maximizing wealth over a lifetime, which is why we prioritize tax optimization in all financial plans. Whether you are an individual, business owner, or nearing retirement, our team utilizes cutting-edge technology to ensure your future income needs are met.
Planning for the transfer of wealth to loved ones and charitable donations is an important aspect of our services, as is assisting clients with equity compensation and business exits. We believe in managing risk through portfolio diversification, insurance reviews, and specialty products tailored to each client's risk tolerance.
At Swan Wealth Management, your success is our success. Contact us at (952) 893-2922 to start planning for a secure financial future today.
Photos of Swan Wealth Management
7400 Metro Blvd, Edina, MN 55439, United States
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