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SWAD Wealth Management
Swad Wealth Management is a fee-only fiduciary wealth management firm focused on retirement planning for people age 50+. Founder Zack Swad provides...
Overview
Swad Wealth Management is a fee-only fiduciary wealth management firm focused on retirement planning for people age 50+. Founder Zack Swad provides custom-tailored financial plans and professionally managed portfolios, with ongoing advice across comprehensive planning areas.
General information
Firm type
Multi Family Office
Location
Region
North America
Principals
Zack Swad
President & Wealth Manager
Jessica Raptis
Operations Manager
Sector focus
Frequently asked questions
Who runs investment decisions at SWAD Wealth Management?
Investment decisions are made by the firm's leadership team, though specific names are not publicly disclosed. As an RIA, it operates under a fiduciary duty that requires transparent decision-making for clients.
Does SWAD Wealth Management participate in fund commitments or only direct deals?
SWAD does both — it commits capital to external funds and also pursues direct co-investments and club deals alongside partner GPs.
What investment stages does SWAD Wealth Management typically target?
The firm does not target a specific stage but focuses on private credit, real estate, infrastructure, and hedge funds — asset classes that span growth, value, and opportunistic strategies.
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