Black Swan Wealth Management | Doing the Right Thing, the Right Way, with the Right People

The Right Thing. The Right Way. The Right People.

Wealth Management Services Bound By Your Best Interest

Investments

Manage risk and cost using our broadly diversified, passively managed portfolios to master a wealth strategy that lasts.

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Insurance

Find out if you are properly insured by allowing us to evaluate how much and what kind of insurance you should have.

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Financial Planning

Work with us to build a financial plan that is goal-oriented, allowing you to control your finances and build wealth.

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Providing Clients An Excellent Wealth Management Experience

A More Sophisticated, Less Expensive Approach to Investing

Individuals have a natural tendency to invest based on emotion and some money managers subscribe to the same approach, seesawing from one market segment to the other often in a frenzy to buy and sell. As an independent financial advisor, we are free to focus exclusively on your best interests.

We employ a passive investing philosophy built on the research of Nobel Laureates.
We provide a focused and disciplined investing experience.
We are an unbiased, trustworthy partner you can depend on to build a wealth strategy that meets objectives.

Events

What Wall Street Doesn’t Want You To Know

Wall Street has conditioned individual investors to accept lies and myths about investing via the financial press, television, the internet, and unscrupulous financial advisors across the country. Our course gives you the inside information you need to become a successful investor who plays the winner’s game and creates wealth.