Swad Wealth Management

Swad Wealth Management is a retirement planning firm based in Santa Rosa, California, dedicated to helping individuals age 50+ live their dream retirement sooner. We go beyond traditional financial advice, guiding clients through a personalized process to uncover their true vision of an ideal life and then crafting a financial plan that aligns with those aspirations. Unlike many advisors, we focus on understanding your passions and goals, not just ticking boxes on a retirement checklist. We serve individuals who feel burnt out, anxious about transitioning into retirement, or simply desire greater financial confidence and autonomy. Our differentiator lies in our commitment to plain English communication, fiduciary responsibility, and a deep understanding of individual needs. Founded by Zack Swad after a decade at a Fortune 500 firm, Swad Wealth Management provides ongoing support, investment analysis, and tax-minimization strategies, all within a transparent and client-focused framework. We offer a comprehensive approach to retirement planning, encompassing 16 key areas and providing peace of mind knowing all your financial needs are well taken care of.