Swad Wealth Management - Santa Rosa, California

Nancy Hammers

Swad Wealth provided my husband and I with the in-depth expertise that we needed to create both a vision and roadmap. I've recommended Zack and his team to my favorite people. 5-stars!

Christine Haut

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!

P Ryan

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.

Thomas Jones

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.

Henri Komrij

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.

Sheryl Venton

I have been working with Zack since Spring 2023. He is helping me with retirement plans and making sound decisions for now and the future. I appreciate his knowledge and ability to see the picture from many angles. Zach is meeting my expectations and more.

Joe Pettit

Zack is very refreshing to have as my wealth manager!!
He is very knowledgeable about finance
Zack spends time and talks through your concerns and makes the best decisions based on what information you give home to work on

So glad that I made the switch from Fidelity
Thank you Zack!!!

Andrew Gordon

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%