Clifford Swan Investment Counsel

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650 Town Center Dr Ste 855
Costa Mesa, CA 92626
+1 (714) 668-9302
http://www.cliffordswan.com

Clifford Swan Investment Counsel, based in Pasadena, California, is an independent investment management firm dedicated to growing, protecting, and transferring wealth for individuals, families, and nonprofits. With over a century of experience, the firm offers a holistic approach to wealth management, emphasizing tailored strategies in areas such as wealth planning, estate planning, and portfolio management.

Serving a diverse clientele that includes affluent individuals, families, private foundations, and nonprofit organizations, Clifford Swan is committed to placing client interests at the forefront of its operations. Their fiduciary duty ensures a steadfast focus on achieving long-term financial success while fostering financial education and partnership throughout each client's journey.

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