Which Financial Advisor Should You Choose in Ventura, CA?

Swan Retirement Planning offers personalized financial planning and investment management services tailored to individual families. Our fiduciary advisors specialize in retirement planning, estate planning, and tax strategies, leveraging over two decades of industry experience. We provide holistic financial solutions through partnerships with CPAs, estate attorneys, and insurance experts.

Screaming Eagle Wealth Management provides comprehensive wealth management solutions for families in the energy and agriculture sectors. Our approach integrates investment consulting, advanced planning, and relationship management to address complex financial needs. We specialize in retirement planning, tax minimization, legacy creation, and risk management for clients with net worths typically between $2MM and $10MM.