# swanwealthcoaching.com

- **Website:** <https://swanwealthcoaching.com>
- **Primary alias:** `swanwealthcoaching.com`

## Description

SWAN Wealth Management, located in Kelowna, BC, specializes in cross-border financial planning and wealth management services designed for Canadians and Americans navigating the complexities of financial transitions between the two countries. With over 25 years of experience, their team of dual-licensed Certified Financial Planner™ professionals ensures a seamless experience for clients moving from the U.S. to Canada or vice versa. Their services include personalized financial planning for retirees, tax optimization strategies, IRA and 401(k) management, and estate planning tailored for dual citizens and expatriates. SWAN Wealth aims to alleviate the stress associated with cross-border financial decisions, providing clients with the confidence to protect their assets and enjoy their next chapter. Whether inheriting investments or managing assets, SWAN Wealth's advisors offer expert guidance to simplify your financial journey. Schedule a consultation today to start working toward a comprehensive financial plan that aligns with your needs and lifestyle, allowing you to truly "sleep well at night."

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [youtube](https://youtube.com/channel/UCtkl5raM4EYuJa8j-IeP3Jw)
- [facebook](https://facebook.com/swanwealthcoaching)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idKA3ok0wY/w/180/h/180/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1780472100725)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idKA3ok0wY/w/877/h/877/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1780472100965)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Mine Shaft | #2d2727 | accent |
| Black | #000000 | dark |
| Melrose | #acbeff | light |

## Fonts

- Arial — asset _(custom)_
- proxima-n-w01-reg — asset _(custom)_

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_Source: <https://brandfetch.com/swanwealthcoaching.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._