Swad Wealth Management, led by Zack Swad, is a business that specializes in retirement planning for individuals aged 50 and above. Clients typically approach Swad Wealth Management when they feel burnt out from their jobs or business, or when they are nearing retirement and are anxious about it due to financial and personal reasons such as social connections. The process of planning for retirement can be overwhelming, and clients seek assistance in figuring it all out and ensuring it is done correctly.
Zack Swad guides clients through a process to help them clearly envision their most ideal life and create a customized plan to achieve it. The plan has an impact on their life today while still preparing for tomorrow. Swad Wealth Management's unique approach to financial planning is refreshing and makes the process of navigating through retirement and making big decisions easy. Clients feel at ease and appreciate Zack's knowledgeable guidance.
Former clients who were assigned to other agents when Zack left a large investment firm were not as satisfied and have since returned their lifesavings to his care. Zack cares about his clients, explains everything he does, asks questions about personal goals, and thinks outside the box when developing a financial plan. He is with clients every step of the way. Overall, Swad Wealth Management is highly recommended for the services it provides.
Zach is an analyst / financial planner / wealth manager / advisor extraordinaire. Zach's unique approach of working on a personal level with his clients allows him to dig deeper into the wants and needs of his clients, which makes the relationship a win/win for everyone.
We love working with Zack. He's very easy to interact with, responds to questions and requests quickly, and we particularly loved all of the deep questions he asks to better understand our life goals, wants, and needs. He always makes time for any request we have for him. We trust Zack and glad we are working with him.
I was initially skeptical of the benefits that a financial advisor would offer, however Swad Wealth Management services proved me wrong. The financial advice that we received and continue to reveive from Zack is priceless in securing our retirement and protecting our assets through insurance and investments. I highly recommend him! Love his quirky laughter 😃
100 Stony Point Road Ste 244, Santa Rosa, CA 95401
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