About Us

Sonoma County Wealth Advisors employs a team approach when helping clients navigate the often complex world of personal finance.

Our team is dedicated to your financial plan and providing you with the best possible options in meeting your investment goals.  Your life is individual and unique, and we apply the best practices of designing a portfolio for you based upon suitability and your best-interests.  During the financial planning sessions, you will experience diligence in data gathering, prudent tax management, clarity surrounding fees and expenses and structured investment review processes.

At Sonoma County Wealth Advisors, we work for and with you and our commitment to your success is the cornerstone of our business.  We look forward to serving you and helping you work toward your financial goals.