Located in Santa Rosa, CA  ♦  (707) 899-1010  ♦   info@swadwealth.com

WHO WE SERVE

Does This Sound Like You?

Your Values & Life Stage

You’ve worked hard all your life and have saved a good nest egg. If you haven’t retired already, your goal is to pursue work you love, reduce your workload, or retire completely, so you can have less stress and more flexibility to spend quality time doing what you love with the people you love most.

Your Situation

Retired, or close to it (typically 5 years or less)

Diligent saver: A nest egg of $500k or more

Looking for a long-term trusted advisor

Case Study

Meet Michael & Lisa

Meet Michael & Lisa

Michael and Lisa wanted to retire within a year. They were concerned about making sure they had enough money to live comfortably in retirement without the stress of running out of money.

Developing a strategy to create a “paycheck” in retirement, avoid overpaying taxes, and making sure their investments made sense for their situation were their top priorities.

After creating a holistic plan, they felt confident about their retirement because they knew exactly how to generate the income they need, reduce taxes, and improve their investments.

You can see the full results of the case study by clicking here.

Note: The above case study is hypothetical and does not involve an actual SWM client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if SWM is engaged to provide investment advisory services.

If this sounds like you, we would love to speak with you. Let’s get in touch.

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