SWAN Wealth Management Group helps individuals and families manage, preserve and transition their wealth. We assist our clients to help them simplify their financial lives and pursue their dreams. We strive to build a legacy for our clients for the ones they love and the things they care about. Securities offered through LPL Financial, Member FINRA/SIPC. You can reach both organizations at www.finra.org and sipc.org. Investment Advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and SWAN Wealth Management Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA, CT, FL, GA, MA, NJ, NY, & PA.