Swad Wealth Management, LLC (“SWM”) is a registered investment advisor offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by SWM in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of SWM, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.
Sign up for Our Free Retirement Guide!
Subscribe to our email list, and I’ll email you stories, tips, checklists, and more. Initially, you will get daily email for 14 days, and then weekly thereafter. If you can’t handle the initial daily emails, DO NOT SUBSCRIBE.
Sometimes the emails contain amazing tips or checklists. Other times, they are stories about me or people I know. Either way, I must be doing something right because people that are thinking about retirement seem to love them.
And when you subscribe, I’ll give you a PDF guide called “15 Retirement Planning Tips For People Age 50+” for free, which is packed with 45 pages of retirement ideas to help you make the most of your wealth and life.
(707) 899-1010 ♦ firstname.lastname@example.org
100 Stony Point Rd, Suite 244, Santa Rosa, CA 95401
Hours: Monday through Friday, 9:00 AM to 6:00 PM PST (Office Hours by Appointment Only)
© 2022 SWAD WEALTH MANAGEMENT, LLC. ALL RIGHTS RESERVED.