Nick Swanson

Hi there! 👋🏼 I’m Nick, I have spent over a decade helping clients navigate retirement planning, investment management, and wealth-building strategies. I am dedicated to making the financial planning process approachable and above all empowering, aiming to give clients clarity and confidence as they plan for the future. My favorite part of my work is guiding my clients and their families toward the moment when they can step into retirement on their own terms. It’s why I love what I do. Outside of work, you can often find me on the golf course, coaching high school wrestling, or spending time with my wife, Cassidy, and my dog, Boone.