Swad Wealth Management
Business details
- Category
- Financial Services · Financial planner, Financial advisor, Financial consultant
- Address
- 100 Stony Point Rd Ste 244, Santa Rosa, CA 95401
- Phone
- (707) 899-1010
- Website
- swadwealth.com
- County
- Sonoma County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
Swad Wealth Management is a financial planning and investment advisory firm in Santa Rosa serving families across Sonoma County and the North Bay. We help clients navigate retirement decisions, protect their assets through insurance and investments, and build investment approaches tailored to their individual goals.
Our process starts with thoughtful questions about your life goals, wants, and needs, so every plan reflects what matters most to you. We explain each step we take and check in regularly, including quarterly follow-up calls, to review progress and adjust recommendations as your situation changes.
Clients tell us they feel at ease working through big financial choices with us, and we make time to respond promptly to questions and requests. Whether you are approaching retirement or simply want a clearer plan for your savings, we would welcome the chance to meet you.
Book through our website at swadwealth.com.
Our process starts with thoughtful questions about your life goals, wants, and needs, so every plan reflects what matters most to you. We explain each step we take and check in regularly, including quarterly follow-up calls, to review progress and adjust recommendations as your situation changes.
Clients tell us they feel at ease working through big financial choices with us, and we make time to respond promptly to questions and requests. Whether you are approaching retirement or simply want a clearer plan for your savings, we would welcome the chance to meet you.
Book through our website at swadwealth.com.