Grow your wealth. Lower your taxes. Achieve better outcomes.
Your investment portfolio and your tax return shouldn't be planned in isolation. The best outcomes happen with proactive coordination.
ABOUT SWAN WEALTH
Meet the team behind your plan
Long before Swan Wealth, we were teammates on the Regis University Golf Team and classmates at the Regis University Business School. After graduation, our paths diverged as each of us went to work for investment managers across the country, serving institutional investors and honing our craft. Ten years later, we teamed up again, with a bigger mission: provide individual investors the same caliber of guidance we once reserved for institutions.
TJ Bruce, EA
Co-OwnerWEALTH PLANNER, TAX SPECIALIST
Before co-founding Swan Wealth, TJ spent six years at Longboard Asset Management, where he specialized in alternative investments. During this experience, he developed a deep expertise in portfolio construction, diversification, and low correlated strategies. That foundation shapes his approach today, but his real focus is on what clients actually keep. He's obsessed with after tax outcomes and holds credentials as an Enrolled Agent with the IRS, allowing him to integrate tax strategy directly into his clients' financial planning. Outside the office, TJ is usually chasing a puck or a golf ball, and he spends many weekends unwinding at the cabin up north.
Mike Mahalich
Co-OwnerWEALTH PLANNER, INCOME EXPERT
After his time at Jackson National, Mike jumped at a great opportunity. He spent years working alongside financial advisors at several firms, helping structure investment strategies for their clients, and consulted on over $700 million in portfolios prior to joining Swan Wealth. That work gave him a close up view of what separates a good financial plan from a great one, and he's brought that same client-first approach to our team, where he focuses on income and investment strategy for clients navigating retirement. In his spare time, he enjoys exercising and spending time outdoors.
Don Stewart, CFP®
Co-OwnerCERTIFIED FINANCIAL PLANNER® , PLANNING ANALYST
Prior to joining Mike and TJ at Swan in March of 2025, Don spent 7 years with ETRADE and then Morgan Stanley. In his roles he worked directly with clients on financial planning and equity compensation strategies. Here he found that planning for clients around what matters most to them is what he enjoys. He now brings that same experience and focus to Swan Wealth. In his spare time, he keeps a full schedule with family, travel, golf, and skiing. Ask him for recommendations when coming to Colorado!
The Swan System
Here's how we get to know you and build your plan
Discover
We start with your purpose, not your numbers.
Build
We build your financial picture into one clear written plan.
Fill the gaps
Items such as insurance, tax forms, estate documents, and beneficiaries are handled.
Execution
We activate your plan, stay on top of updates, and communicate proactively.
THE SWAN DIFFERENCE
Your financial blueprint, all on one page
Our planning method covers five key areas. The deep analysis behind it all gets distilled into one page that you can understand.
Ongoing monitoring, adjustments and communication.
We monitor your plan and make adjustments on an ongoing basis as your life and the markets change. We proactively communicate with you to ensure you're informed.
The Swan Planning Method
Investments
Low-cost, tax-efficient investing that keeps more money in your pocket.
Dynamic Income Planning
Guardrail-based planning gives you a real dollar amount to spend each month, not a percentage.
Proactive Tax Planning
Strategies to lower the biggest expense you'll ever pay: your lifetime tax bill.
Estate Planning
Trusts, incapacity, and legacy questions — answered, with a vetted attorney network.
Legacy and Protection
Protecting what you've built, for your family.
We can print a 60 Page plan if you need something to collect dust at home
ADVISORY FEE SCHEDULE
As your wealth grows, your rate decreases
Transparent, tiered pricing that rewards your growth.
Up to $250,000
1.15% / yr
0.096% monthly
$250,001 – $2,000,000
1.00% / yr
0.083% monthly
$2,000,001 – $5,000,000
0.90% / yr
0.075% monthly
$5,000,001 – $10,000,000
0.80% / yr
0.067% monthly
Over $10,000,000
0.60% / yr
0.050% monthly
Important disclosures: This fee schedule is provided for informational purposes only. Fees are subject to change and may be negotiated based on individual client circumstances. Please refer to Swan Wealth Management's Form ADV Part 2 on the Investment Adviser Public Disclosure website for full disclosure of fees and services. This document does not constitute a contract or guarantee of services. Past performance is not indicative of future results. Swan Wealth Management is a Registered Investment Advisor. All advisory services are subject to the terms outlined in the client agreement and Form ADV. Nothing in this document constitutes legal, tax, or accounting advice.
Interested in how Swan can help you?
Join more than 75 households using Swan Wealth to create freedom and peace of mind.
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