Allegra Swan

I start with where they are—and what brought them to me. By learning about their history with saving and investing, their level of financial literacy, current involvement with their finances, and what they’re seeking to achieve, I can then begin crafting a financial plan and strategy tailored specifically for their needs.

Throughout this process, my clients can expect that I will take the time to truly understand what is most important to them. I strive to provide ongoing, customized advice for their specific situation as well as their underlying goals and concerns. I’m also committed to helping my clients strengthen their financial literacy—which not only benefits them in a broader sense, but also allows them to clearly see how my guidance directly supports their objectives.

I’m passionate about enhancing my clients’ financial literacy, helping them to understand how key components of their financial plan—such as tax and estate planning—work together. By specializing in complex investment and legacy planning needs, I provide tailored solutions that offer clarity and direction, ensuring my clients fully grasp their financial situation. Above all, my goal is to instill confidence in my clients, knowing they have a comprehensive plan in place that supports their long-term success.