The 1776 SWAN FORMula

Our goal is to take all the pieces of your financial puzzle and put them in place. To do so, we utilize a proprietary process that integrates wealth management with risk and debt management, income and tax planning, and philanthropy for successful families, professionals, and business owners. The 1776 SWAN FORMula is designed to review the progress of your plan relative to your defined objectives and suggest any changes where needed.

The 1776 SWAN FORMula focuses on the three D’s.

Discover

• What do you want to accomplish?
• What is essential to you?

Design

• How will we get you there?
• What services are the best fit for you?

Deploy

• Financial and legacy planning
• Customized strategy implementation
• Ongoing continuous service
• Building a lasting relationship