If you find yourself frustrated with your advisor only focusing on one aspect of your financial picture, you’re not alone. We’ve been there and that’s why we’ve built our practice around providing you with guidance based on your complete financial picture — as well as equipping you with the tools and skills you need to make smart day-to-day money choices.
At Sonoma Wealth Advisors, our comprehensive approach is designed to ensure all your wealth management needs are fulfilled — putting you on a clear path toward a healthy financial future.
Are you confident that your current plan is getting you where you want to go? Are you looking for a plan that is more holistic and specifically tailored to meet your unique circumstances and visions of success? We understand that to help people reach their goals, it takes more than cookie-cutter solutions.
That’s why we take the time to come to know you well. So, if you’re looking for a fresh perspective, or second opinion, take the first step. Our complimentary, no-cost, no-obligation review makes it easy.
The Keys to a Flourishing Relationship
Trust & Transparency
Knowing each other well and sharing common values are at the root of great relationships. We bring you transparency in fees and investment horizons — and work closely with you to earn your trust.
Effective communication is essential in every partnership. We know you work hard and lead a busy life which is why we offer flexible communication on your terms — we’re here whenever you need us.
Realizing the Dream
We help empower you to grow your financial knowledge and guide you towards realizing your financial aspirations. We equip you with the tools needed to be prepared for all life has to offer.
Helping you Grow A Healthy Financial Future.
Every journey is unique and no matter where you are on life’s journey, we’ll be by your side helping you reach your goals and discover your unique vision of the future. Our team of experienced advisors are there to help give you peace of mind and the freedom to create special moments and meaning in your life.
When a Loved One Dies
There’s no way to truly be prepared for the death of a loved one. It can be overwhelming to navigate the important decisions that need to be made while dealing with the emotion of it all. This guide can help walk you through the choices and actions needed to prepare for your own next chapter.
QUESTIONS TO ASK WHEN HIRING A FINANCIAL ADVISOR
Are you in search of the best financial advisor? Our extensive guide showcases the top 10 questions you should always ask when interviewing a prospective financial advisor.