What We Offer To You
Here Are The Four Core Services We Provide As Your Advisor
Financial planning is the roadmap to managing your money effectively. It involves setting goals like buying a house or retiring comfortably, understanding what you earn and spend, and then making smart decisions to achieve those goals. Aspects include budgeting, saving, investing, and protecting against risks like illness or job loss. Financial Planning is ultimately about making your money work for you to secure your future and achieve your dreams.
According to a Magnify Money study. But the same study shows only 30% of Americans have a financial advisor. What do those few know that many don't?
The CFP® mark is the standard of excellence in financial planning, with high standards of professional competency and ethics. For those that require advanced planning, we offer CERTIFIED FINANCIAL PLANNERS™ on staff.
Sonoma Wealth provides guidance on financial markets so that your investments align with your financial plan, including consideration for your real estate and business investments. Our advisors take on the heavy lifting of allocating, rebalancing and trading portfolios, at your direction, putting you on a clear path toward a healthy financial future.
Honored to be held to a higher standard, our advisors and staff work in your best interest. Our team, combined with risk-analysis tools built on a Nobel prize framework, gets to the core of your financial outlook and provides customized recommendations.
Ranked 29th in the "Top 50 Wealth Managers By Growth (%)" by RIA Channel, reflecting our ongoing commitment to our clients.
Navigating tax scenarios is often referred to as a "maze." Put simply- the types of accounts, investments and moves you make can impact how much tax you owe. With in-house tax experts, our team can analyze your current situation, and plot out future arrangements to minimize tax liabilities and maximize tax breaks, in accordance with the ever-changing tax codes.
Our tax team crunches the numbers for you using award-winning FinTech tax tools, and provide a straightforward analysis of opportunities and efficiency strategies.
Sonoma Wealth Advisors was rated "A Top Firm To Watch" by AdvisorHub. Our comprehensive approach ensures we fulfill all your wealth management needs.
Just as real estate has a standard amount of insurance, certain insurance products can also help protect your overall financial plan. Our advisors can give guidance in appropriate situations where insurance tools can prevent your plan from getting off track. They are protection against critical events, not investments unto themselves. Again, with Accredited Investment Fiduciaries (AIF®) on staff, our advice is in your best interest.
This means millions of families who count on the income of their providers could be at risk. And only 3-4% of Americans over 50 pay for long-term care insurance, despite Federal estimates that 70% of seniors will need critical services before they die.
Word has spread fast across Northern California, and Sonoma Wealth Advisors is proud to be recognized at No. 8 in Financial Advisor Magazine's "50 Fastest Growing" report. What does this mean for you? It means our approach is resonating with individuals and families just like you and yours.
The Sonoma Wealth Approach
How We View Money And What You Mean To Us
Work With A Real Person
Who Understands Your Goals And Challenges
Your impression of a financial advisor might be someone in a suit, with letters and licenses after their name. And indeed, we do wear suits and are highly qualified. But at Sonoma Wealth Advisors, we're also Moms and Dads and baseball coaches like you. We go to the movies, we like milkshakes, we have families and we've faced challenges, just as you have. We live, work and support our communities, right here in Northern California.
That helps you because we combine these life experiences with our financial expertise to hear your goals, navigate obstacles and determine a path forward. We enjoy a friendly, collaborative atmosphere with our clients. We meet you whereever you are at in your wealth journey to walk alongside and support you.
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