Broker Check

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

Welcome!

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

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

An Overview of Renter’s Insurance

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

 

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Your Cash Flow Statement

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

Managing Your Lifestyle

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

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

What Our Kids Can Teach us About Saving Money

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

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