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.
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 fee-based comprehensive financial planning and investment management. We provide individuals, families, and businesses with comprehensive wealth management services for lasting growth.
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As a fee-based firm, we provide you with the sound solutions and products we believe will be the most beneficial in meeting your unique needs.
Your best interest is paramount — every step of the way. All of our advice and recommendations are developed with loyalty to you and your goals.
PLANNING™ (CFP®) Solutions
As CERTIFIED FINANCIAL PLANNING® professionals, we don’t just have up-to-date financial acumen. We’re also committed to upholding CFP® principles of honesty, integrity, competence and diligence.