You’ve Planted the Seeds for a Healthy Financial Future
Now It’s Time to Keep Your Bounty Blooming
At Sonoma Wealth Advisors, we create solid financial frameworks for our clients using comprehensive financial planning and investment management. We provide individuals, families, and businesses with solutions for lasting growth.
We’re Proud to Showcase Our:
Transparent FeE Structure
We have no hidden fees or surprise charges. Our fees are black and white. You know what service you receive and exactly how your fee is calculated.
Reliable Service and communication
You have a predetermined schedule of meetings and calls for the year, with access to our calendars to get in touch whenever you need. As our client you will also receive weekly communication with important reminders and helpful resources.
PLANNING™ (CFP®) Solutions
You have peace of mind knowing we have a wide range of experience and up-to-date knowledge in financial planning. We work together with you to create an actionable plan with a clear path that flows toward your goals.
Many people take no care of their money till they come nearly to the end of it, and others do just the same with their time.
–Johann Wolfgang von Goethe
The habit of saving is itself an education; it fosters every virtue, teaches self-denial, cultivates the sense of order, trains to forethought, and so broadens the mind.
–Thomas T. Munger
Wealth is not his that has it, but his that enjoys it.
The most important quality for an investor is temperament, not intellect.