Swad Wealth Management
100 Stony Point Road, Santa Rosa, California, United States
About the Swad Wealth Management
Swad Wealth Management is a finance institution located at 100 Stony Point Road in Santa Rosa, California, United States. Our team of experienced financial advisors is dedicated to helping our clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, Swad Wealth Management is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Photos of Swad Wealth Management
100 Stony Point Rd Suite 244, Santa Rosa, CA 95401, United States
Opening hours of Swad Wealth Management
Monday:
09:00 - 18:00
Tuesday:
09:00 - 18:00
Wednesday:
09:00 - 18:00
Thursday:
09:00 - 18:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Swad Wealth Management
"I was a very happy client of Zack Swad for several years when he was employed by a large investment firm. When Zack left the company to start his own firm I was assigned to a couple of agents, but no one understood me like Zack. I recently found Zack and returned my lifesavings to his care. Zack cares about his clients. He explains every thing he does, asks questions about all sorts of personal goals. He thinks outside the box when developing your financial plan ..He is with you every step of the way."
"Navigating through retirement & having to make big decisions is both scary & difficult. But Zack Swad of Swad Wealth Management made that process easy. His unique approach to financial planning is refreshing! Zack, has a way of making you feel at ease & is very knowledgeable. I would highly recommend Swad Wealth Management for any of the services that he provides. We're so glad that we found him to assist us with our needs!"
"Zack is guy you want. He is patient, listens, and works hard to help you understand his plan for putting you hard-earned money to work. I trust him 100%"
"My husband and I came back to Zack after he went out on his own after having him as our advisor at another firm. After two years of being ignored by that other firm, even as a Private Client, we decided to have Zack again manage our investments. In Zack, we found someone who truly does take the time to focus on our individual investment goals and needs, come up with a credible, understandable investment approach to recommend to us, and conducts quarterly follow up calls with us to go over how things are going, are there changes recommended, etc. He is also readily available via email for questions that arise between meetings. We were looking for someone that we can trust to manage our investments so that we, in retirement, don't have to nervously follow the market daily, and in whom we are confident that our investments are organized to make the best return consistent with our risk tolerance. Zack is that guy. Highly recommended."
"As we began planning our retirement, we interviewed several companies, both local and national. We really liked the approach taken by Swad Wealth Management. They follow a comprehensive approach to the retirement process including financial, legal, and goal orientation. We very much appreciate the personalized service and accessibility to a local expert. We very much trust their guidance and advice. They always make us feel like a very important client. We'll recommend Zach to our colleagues and friends that want expert financial advice and management with a focus on pre-retirement and retirement planning."
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