SWAN Wealth Management, Cross-Border Financial Advisors

Based in Kelowna, British Columbia, SWAN Wealth Management, Cross-Border Financial Advisors offers professional Financial Planning services designed to support safe, independent living for older adults.

With a 5.0/5 rating based on 8 reviews, they have earned a strong reputation in the community.

Their Financial Planning services typically include government benefit navigation, power of attorney guidance, and wealth preservation.

Planning for aging-in-place costs is not just about savings — it is about making smart decisions now so that options remain open later. Professional financial guidance can protect both your independence and your legacy.

To get started, call (250) 979-2744 or check out their website for more details. You will find them at 1499 St Paul St Suite 1000, Kelowna, BC V1Y 6P1.

Whether you are planning ahead or responding to an immediate need, local providers like SWAN Wealth Management, Cross-Border Financial Advisors are here to help.