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


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

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.

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(707) 899-1010 ♦ info@swadwealth.com
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)