Swan Wealth Group is powered by the
SWAN FORMula™

We are an investment advisory team for a variety of clients, many of whom are business owners or former business owners who have a wide range of needs and goals they aspire to reach. Many want a work-optional lifestyle and have specific bucket-list items they want to accomplish

 
Geet Chawla has developed and refined a process to address and unify all those needs, and it's called the SWAN FORMula™. It focuses on where you are now, where you want to arrive, and builds the bridge, step by step, as it is crossed - dealing in real-time with your critical life events.
 

The SWAN FORMula™ focuses on the "Three Ds"

Discovery

  1. What do you want to accomplish?
  2. What's important to you?

Design

  1. How will we get you there?
  2. What services are the best fit for you?

Deployment

  1. Investment planning
  2. Product and risk assessment and fit
  3. Ongoing, continuous service
  4. Building a lasting relationship