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Santa Rosa Office
884 Third Street
Suite A 
Santa Rosa, California 95404
(707) 284-2975

Rohnert Park Office
6020 Commerce Boulevard
Suite 127
Rohnert Park, California 94928
(707) 584-6690


What Can a Million Dollars Buy You? Events on Wall Street


Your Financial Future 

Do you feel confident about your future? The economic environment today presents many challenges. We believe that with these challenges also come opportunities, as well as potential rewards, for those who successfully navigate the complex world of personal finance.

The team at Sonoma County Wealth Advisors is dedicated to helping secure your lifelong financial well-being. Whether you are looking to better understand investments, manage risk, pay for college or plan for your own retirement- we are here to help you with your most pressing money questions.   When you are comfortable that your financial world is in order, you will be free to fully enjoy life on your terms.

Helpful Content

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about investment concepts or products. We’ll get back to you promptly with a thoughtful answer.

Helpful Content

Ready for Retirement?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Buying Auto Insurance For Teen Drivers

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.


A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Rightsizing for Retirement

What does your home really cost?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.


Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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