A complete list of active advisors currently associated with Swad Wealth Management LLC

Warmer can help you find a great advisor at Swad Wealth Management LLC or one who fits your needs even better.

The firm provides financial planning, investment management and ERISA services for individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporations and other business entities. Services are delivered on an ongoing, discretionary basis and include both written financial plans and continuous portfolio oversight. Investment decisions are guided by firm-developed strategic and dynamic model portfolios as well as custom allocations, using fundamental and quantitative analysis to align risk and return with client objectives. The firm employs a broad investment toolkit — including ETFs, individual equities and bonds, options, private placements, non‑traded REITs, managed futures and annuity products — and integrates financial planning with portfolio management and periodic rebalancing. Noteworthy operational features include a published satisfaction guarantee offering a refund of advisory fees in dissatisfied cases and hands‑on assistance implementing fee‑based annuity contracts (including carrier selection and application support) with separate handling of annuity holdings. The firm also participates in external referral networks and notes that its lead advisor holds an insurance license (without receiving insurance commissions), which, together with ERISA services, differentiates its service mix from many solo independent advisers.

To learn more about the advisors currently working at Swad Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.