Swad Wealth Management
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-
Address
100 Stony Point Rd Suite 244
Santa Rosa, CA 95401 -
Phone
(707) 899-1010 -
Website
swadwealth.com
Location
About Swad Wealth Management
Swad Wealth Management is a financial planner in Santa Rosa, CA. Serving clients nationwide, the firm specializes in retirement planning for individuals aged 50 and older. The practice provides tailored financial strategies and wealth management services to help clients navigate major life transitions and achieve their retirement goals.
The firm operates as an independent, fee-only advisor and acts as a fiduciary, meaning all advice is provided in the client's best interest without the use of commissions or proprietary products. Led by Zack Swad, who brings over a decade of experience from a Fortune 500 financial services firm, the team utilizes a Retirement Clarity Process™ to help clients determine when they can retire, how to create portfolio income, and how to manage potential tax or healthcare needs. The firm's approach emphasizes transparency, plain English communication, and a personalized focus on an individual's unique vision and obstacles.
Located on Stony Point Road in Santa Rosa, the office is situated near Stony Point Lake and the CalRegional school.
Swad Wealth Management is recognized for its commitment to transparency and its dedication to providing a high level of client service. The firm is known for its straightforward advisory fees, lack of hidden costs, and a satisfaction guarantee that stands behind the quality of its work.
Through personalized planning and expert guidance, Swad Wealth Management helps people in Santa Rosa and beyond prepare for a secure and fulfilling retirement.
Score Summary
BizScoreAI scanned the website swadwealth.com on June 26, 2026. Swad Wealth Management has a BizScore of 68 out of 100. The website audit behind the SEO score ran on October 28, 2026.
- AI Visibility53 out of 100
- SEO86 out of 100
- Google rating5.0 out of 5
AI visibility scan by category: AI Discovery 10 of 25 points, Structured Data 8 of 25 points, Content Readiness 20 of 30 points, AI Trust Signals 15 of 20 points.
Website audit sub-scores (out of 100): On-Page 90, Technical 86, Performance 89, Content 78.
Strengths: 8 checks passed. AI Crawler Access, AI Content Blocking, Organization Schema, Q&A Content, AI-Parseable Headings, Meta Description, About/Team Page, XML Sitemap.
Areas to improve: 4 checks. llms.txt (failed), FAQPage Schema (failed), Speakable Schema (warning), Author Signals (warning).
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AI engine reads
Read by AI engines 2 times in the last 30 days.
Counted from AI crawler and assistant visits to this page, identified by user agent.
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