Clifford Swan

Services
- - - Individuals & Families
      
      We help grow, protect, and transfer wealth across generations.
      
      Learn more
  - - Wealth PlanningCreate and manage a plan that evolves with you.
    - Estate Planning & Tax StrategyPreserve your assets and minimize tax burdens for a better tomorrow.
  - - Portfolio ManagementAccess individualized portfolios built security by security.
    - Legacy Planning & PhilanthropyAlign your wealth with your values and empower future generations.
  - - Retirement PlanningMaximize income, extend your savings, and gain a lifetime of confidence.
- - - Institutions
      
      We help institutions grow endowments and support impactful planned giving programs.
      
      Learn more
  - - EndowmentsGrow and sustain your endowment to support your organization’s mission.
  - - Planned Giving ProgramsMaximize donor impact with precisely administered and invested planned gifts.
About
- - - About
      
      Explore who we are, what we stand for, and how we help clients succeed.
      
      Learn more
  - - How We InvestLearn how fundamentals — not trends — deliver steady, long-term results.
    - CareersJoin a team dedicated to supporting clients and unlocking peace of mind.
  - - Our TeamMeet a team of experts committed to helping you achieve lasting success.
  - - Our HistoryDiscover a legacy of trust and expertise spanning over a century.
Perspectives
- - - Perspectives
      
      Uncover our expert insights and strategies to guide your financial decision-making.
      
      Learn more
  - - Company News
  - - Recent Posts
      - Message from the CEO
      - Wrap up 2024 on a High Note: Year-end Checklist to Boost Your Wealth and Lower Your Tax Bill
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Contact us today and take the first step toward lasting peace of mind.

T 626.792.2228

F 626.792.2670

E info@cliffordswan.com

177 East Colorado Blvd.
Suite 550
Pasadena, CA 91105

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