Swan Capital Management, LLC is a New York-based independent investment advisory firm founded in 2005. The company operates as a boutique wealth management firm, offering a range of services tailored to high-net-worth individuals, families, and trusts. Their core mission is to provide personalized, objective financial advice and disciplined investment management to help clients preserve and grow their wealth. Services include portfolio management, financial planning, and family office services, focusing on creating customized strategies aligned with each client's specific goals and risk tolerance.

Founded in

France