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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

 

Raise Your Retirement Income What Can a Million Dollars Buy You? Events on Wall Street Your Personal Recovery

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

From Boats to Brokers

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The New Wild West: Bitcoin

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

 

Good Health is Good Business

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

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Disability Income

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

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Investment Strategies for Retirement

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

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

Your Cash Flow Statement

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

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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Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Emerging Market Opportunities

What are your options for investing in emerging markets?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Choosing a Mortgage

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

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