Craig Swan is the President of Swan Wealth Management, a Wealth Management firm located in Colorado Springs, CO, dedicated to helping our clients achieve a more secure secure financial future.
We offer caring, comprehensive investment and wealth management, focused on our clients most important goals, such as funding college for their children, achieving a comfortable retirement, and philanthropy.
As an independent advisory firm, we answer directly to our clients – and we have a legal and ethical duty to place their interests first. We work on a fee basis to ensure that we provide advice that is unbiased and unconflicted.
I use Mutual Funds, ETF's, Annuities, Life Insurance and various investment strategies in Fee-Based strategies to help accomplish the clients goals.
Need help? We offer a complimentary Second Opinion Analysis