Swad Wealth Management

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  name: "Swad Wealth Management",
  description: "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.",
  url: "http://www.swadwealth.com/",
  telephone: "+1-707-899-1010",
  address: {
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    streetAddress: "100 Stony Point Rd Suite 244",
    addressLocality: "Santa Rosa",
    addressRegion: "CA",
    postalCode: "95401",
    addressCountry: "US"
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    latitude: 38.4420956,
    longitude: -122.74595490000002
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  areaServed: "Sonoma County and surrounding North Bay areas",
  knowsAbout: "Financial Advisors, Pre-retirees and retirees age 50+, affluent individuals seeking fiduciary advice, people concerned about retirement income sustainability, those transitioning from full-time work",
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    url: "https://lantern.llc",
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