Basin Street Properties, a prominent real estate investment, development, and management firm, is pleased to announce financial planning firm Swad Wealth Management has signed a lease at Santa Rosa’s Stony Point Campus.

“Swad Wealth Management was founded to assist others in realizing their financial ambitions, dreams, and goals without having to figure it out on their own,” said Zack Swad, President of Swad Wealth Management. “I started Swad Wealth Management because I want people to feel financially confident so they can live their most ideal lives, their “dream retirement” so to speak, sooner rather than later,” said Swad.

Swad Wealth Management specializes in retirement planning for clients aged 50 and over, assisting clients in developing a financial plan that is tailored to their needs and allows them to live their ideal life. Zack Swad, the company’s President, founded Swad Wealth Management to assist others with financial planning and investment management needs to achieve their retirement goals.

“Stony Point’s campus setting and central location make it an ideal spot for small businesses looking to thrive in the area,” said Kyle Young, North Bay Leasing Director at Basin Street Properties. “The project’s close proximity to regional retail amenities and the Highway 12 make it accessible and welcoming for businesses looking to grow their regional client base.”

The Stony Point Campus is a collection of four Class A office buildings located on a beautiful three-acre manmade lake with glass block fountains, walking paths and dramatic water displays. The buildings offer extensive glass lines and oak trim finishes. These four buildings were built between 1990 – 2001 and are considered the “premier” office park within Santa Rosa. The project is known for its unique campus-like environment, institutional quality construction, and central location providing easy access for clients and employees.

Dave Peterson, Shawn Johnson and Brian Keegan of Keegan and Coppin represented Basin Street Properties.

ABOUT SWAD WEALTH MANAGEMENT:

Swad Wealth Management takes the stress out of retirement by offering extensive planning services to clients. Zack Swad founded Swad Wealth Management to help others accomplish their personal retirement vision and create a personalized financial plan that fits its client’s needs.

Download Zack Swad’s eBook “15 Retirement Planning Tips for People Age 50+” here: https://swadwealth.com/