Swad Wealth Management

Services Offered

• Retirement planning
• Financial planning
• Investment management

About

Swad Wealth Management is a financial planning firm located in Santa Rosa, California, specializing in retirement planning for clients aged 50 and older. The firm focuses on helping individuals who are feeling burnt out at work or anxious about their upcoming retirement. They guide clients through a structured process to clarify their vision for an ideal life and create customized plans to achieve those goals. Swad Wealth Management serves clients looking for comprehensive support in navigating the complexities of retirement planning.

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