Swad Wealth Management
Financial Planning in Santa Rosa, CA · Open Monday–Friday · ✓ Listing checked September 2026 · Viewed 1,025 times
Contact Information
| Address | 100 Stony Point Rd Ste 244 Santa Rosa, CA 95401 Map and directions |
|---|---|
| Phone | (707) 899-1010 |
| Website | swadwealth.com |
| Category | Financial Planning · Financial planner, Financial consultant |
| Services | financial planning, advisory |
About Swad Wealth Management
Swad Wealth Management is a financial planning in Santa Rosa, California offering financial planning, and advisory. It holds a 5.0★ Google rating across 12 reviews — among the highest-rated in Santa Rosa. 100% of those reviews are 4- or 5-star. Its Google Business Profile is verified. Its 5.0★ rating is above the Santa Rosa average of 4.3★ across 137 rated firms.
Hours
| Monday | 9AM-5PM |
| Tuesday | 9AM-5PM |
| Wednesday | 9AM-5PM |
| Thursday | 9AM-5PM |
| Friday | 9AM-5PM |
| Saturday | Closed |
| Sunday | Closed |
Google rating breakdown5.0 · 12 reviews
5★12
4★0
3★0
2★0
1★0
Aggregate review counts from Google.
Details
- Offers online appointments
- Onsite services
- Wheelchair accessible entrance
- Wheelchair accessible parking
- Wheelchair accessible restroom
- Wheelchair accessible seating
Questions about Swad Wealth Management
- Where is Swad Wealth Management located?
- Swad Wealth Management is located at 100 Stony Point Rd Ste 244, Santa Rosa, CA 95401.
- What are Swad Wealth Management's hours?
- Open Monday–Friday. Full hours are listed on this page and on the firm's Google Business Profile.
- How do I contact Swad Wealth Management?
- You can reach Swad Wealth Management by phone at (707) 899-1010, and through its website.
- What services does Swad Wealth Management offer?
- Swad Wealth Management is categorized as a financial planning, offering financial planning, and advisory. Contact the firm to confirm current service offerings.
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Update this listingListing compiled from public sources and last refreshed in September 2026. Ratings are aggregate Google ratings, attributed to Google. Confirm hours and licenses with the firm before you visit or hire. Request removal or correction.