Zack Swad, CFP®, CWS® Swad Wealth Management

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About Zack Swad, CFP®, CWS®, BFA™, AWMA®, AAMS®

Swad Wealth Management specializes in retirement planning for people age 50+. On the surface level, I help people with their financial planning and investment management needs.

But, in a way, retirement planning is kind of dumb.. At the least the way that most advisors do it right now. The idea of waiting until some arbitrary age to pursue your true passions and enjoy life while stopping all meaningful work all at the same time doesn’t really make sense.

That’s why I’m different. I guide people through a process to help them get crystal clear on their vision of their most ideal life. We determine what might get in the way and find solutions to those things. Then, and only then, do I create a financial plan that is specific to them and has those hopes, dreams, and goals as the foundation of their plan. I want a plan that will help impact their lives for the better today while still preparing for tomorrow.

People usually come to me because they feel burnt out at their jobs or business or because they are getting near retirement and are anxious about it, both for financial reasons and personal reasons such as social connections. They’re typically very successful and have grown their wealth and made a lot of good financial decisions. However, they are concerned about making a big change because of the money and because a big change can be quite daunting. At the same time, because their lives are so busy and hectic, they don’t have the bandwidth or energy to figure it all out on their own.

I started Swad Wealth Management because I want people to feel financially confident so they can live their most ideal lives, their “dream retirement” so to speak, sooner rather than later.

I always encourage people to check out my eBook, “15 Retirement Planning Tips for People Age 50+,” which can be downloaded for free on my website: www.swadwealth.com.

I started this company after being with a Fortune 500 brokerage firm for the past almost 11 years. Before I left, I managed a practice of around $800 million dollars of assets across about 300 client households.

On a personal note, I’ve been in Petaluma for the past 9 years and am getting married in July to my beautiful fiancé, Elise Moseley! In my free time, I enjoy playing guitar, singing, piano, traveling, and going to the theatre.

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Ideal Clients

  • Baby Boomers
  • Financial Life Planning
  • Investment Planning & Management
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $400+/mo
  • Quarterly Fee: $1200+/qtr
  • Hourly Fee: $500+/hr
  • Assets Under Management: 0.25% to 1.00% depending on assets

SEC Records

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