Since 1983, David Swanson has worked diligently to ensure that every one of his clients has the correct information, products, and tools necessary to create an ideal retirement lifestyle.
Working the trading floors in New York and Chicago for one of the world’s most prominent investment banking firms, David experienced firsthand the volatility and unpredictability of the stock market. He soon realized that many older Americans had most of their life savings exposed to significant risk. These investors were in danger of not having enough time to recover from market downturns, increasing the possibility that they could run out of money in retirement.
David continued to have successes in trading stocks, options, futures, and bonds while elevating his career. However, his eyes were now wide open. He began to understand that the strategies used to create and grow wealth were not the same ones needed in retirement. There needed to be a way to grow wealth consistently and more tax-efficiently with unnecessary exposure to market risk.
With this in mind, after more than a decade in trading and investment operations, David decided to go independent, founding Quantum Financial Group in 1993. Quantum Financial Group prides itself on working with investors of all ages and backgrounds, providing customized guidance and architecting portfolios that best fit their client’s needs, goals, and relationships with money.
Quantum Financial Group is a full-service wealth management firm with a team that, while always utilizing the latest financial technology and data, never loses sight of money’s emotional side. Working with David and Quantum Financial Group means you will receive the same level of attention and customized service usually reserved for only the ultra-wealthy. David wants his firm to be known as a company that listens to its clients and values their input.
When David’s not growing and protecting his clients’ wealth, he enjoys competitive weightlifting, CrossFit, and Kettlebell Sport. David and his wife are also avid travelers who love cruises, kayaking and other outdoor activities. They also love the simple pleasure of taking their two pugs on long walks.
Working with David Swanson and his team means your ideas, concerns, and questions are taken seriously and incorporated into an overall strategy designed to make your financial life as rich, vibrant, and stress-free as possible. If you’d like to explore further working with David Swanson and Quantum Financial Group, contact information is below. We’d love to meet you!