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.