Financial Advisors
Santa Rosa, CA
Swad Wealth Management, founded by Zack Swad, specializes in comprehensive retirement planning and wealth management for people age 50 and older. The firm provides custom-tailored retirement plans, professionally managed investment portfolios, and ongoing financial guidance across 16 planning areas—including Social Security optimization, income strategy, tax minimization, and long-term care planning. Swad acts as a fiduciary, charges transparent advisory fees with no commissions, and offers unlimited phone/email support plus 2–4 scheduled in-person or video meetings annually, backed by a satisfaction guarantee.
Ideal for: Pre-retirees and retirees age 50+, affluent individuals seeking fiduciary advice, people concerned about retirement income sustainability, those transitioning from full-time work
Service area: Sonoma County and surrounding North Bay areas
Fiduciary Standard & Fee-Only Model: Acts as a fiduciary in your best interest with transparent, commission-free advisory fees and no hidden costs.
Retirement Clarity Process™: Guides clients through deep-dive meetings to clarify their vision, identify obstacles, and create a custom plan to retire sooner with confidence.
Comprehensive Support: Covers 16 planning areas including Social Security optimization, tax strategies, long-term care planning, and ongoing portfolio management with unlimited access.
Address: 100 Stony Point Rd Suite 244, Santa Rosa, CA 95401
Phone: (707) 899-1010
Website: swadwealth.com
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