Swad Wealth Management

Swad Wealth provided my husband and I with the in-depth expertise that we needed to create both a vision and roadmap. I've recommended Zack and his team to my favorite people. 5-stars!

Navigating through retirement & having to make big decisions is both scary & difficult. But Zack Swad of Swad Wealth Management made that process easy. His unique approach to financial planning is refreshing! Zack, has a way of making you feel at ease & is very knowledgeable. I would highly recommend Swad Wealth Management for any of the services that he provides. We're so glad that we found him to assist us with our needs!

I was a very happy client of Zack Swad for several years when he was employed by a large investment firm. When Zack left the company to start his own firm I was assigned to a couple of agents, but no one understood me like Zack. I recently found Zack and returned my lifesavings to his care. Zack cares about his clients. He explains every thing he does, asks questions about all sorts of personal goals. He thinks outside the box when developing your financial plan ..He is with you every step of the way.