Live Your Legacy

With a Tax-Efficient Financial Plan for Today, and the Horizon

What We Offer To You

Here Are The Four Core Services We Provide As Your Advisor

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 experience to hear your goals, navigate obstacles and determine a path forward.  We enjoy a friendly, collaborative atmosphere with our clients.  We meet you wherever you are at in your wealth journey to walk alongside and support you.

Latest News & Updates

Our Advisors In The News + Stories You Should Know

From In The Press
March 18, 2024
How to Realistically Save for Retirement
Transferring a set amount of money once or twice a month from your checking account into a 401(k) plan or Individual Retirement Account (IRA) simplifies the task and will result in more disciplined...
From Blog
March 01, 2024
Is NVidia Nearing It's Peak?
How many random people who never talk stocks to you have mentioned NVidia lately?
From Blog
February 14, 2024
The Power Of Compound Interest
One of the keys to building wealth is to start investing early and often. To illustrate this point, we’ve developed this chart outlining...
From Blog
February 06, 2024
Why Facebook FOMO & Market Hype Are Bad for Your Health
There's a way to be part of the hype, if you really really want to, without jeopardizing your core.
From In The Press
October 24, 2023
Sonoma Wealth Advisors selected for AdvisorHub 50 RIAs to Watch
100 RIAs To Watch These one-hundred advisors have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.
From In The Press
October 20, 2023
Expert Insight on Financial Literacy for Neurodiverse People
What are the biggest challenges that neurodiverse people face when it comes to financial management?
From In The Press
October 07, 2023
How Does Life Insurance Work?
What is the most important factor to consider when selecting a life insurance policy?
From In The Press
October 03, 2023
Best Life Insurance Companies in May 2023
What type of person should look into buying life insurance?
From Blog
September 25, 2023
Daren Blonski, Now A Published Author
Learn the inspiration behind this powerful story and the 4 questions that can set you on a path for success.
From In The Press
September 21, 2023
What is a certificate of deposit (CD)? Everything you need to know about CD accounts
A certificate of deposit (CD) is a type of savings product offered by financial institutions that allows you to lock in an interest rate (usually expressed as an APY) for a set amount of time.
Prev
Next
From In The Press
March 18, 2024
How to Realistically Save for Retirement
Transferring a set amount of money once or twice a month from your checking account into a 401(k) plan or Individual Retirement Account (IRA) simplifies the task and will result in more disciplined...
From Blog
March 01, 2024
Is NVidia Nearing It's Peak?
How many random people who never talk stocks to you have mentioned NVidia lately?
From Blog
February 14, 2024
The Power Of Compound Interest
One of the keys to building wealth is to start investing early and often. To illustrate this point, we’ve developed this chart outlining...
From Blog
February 06, 2024
Why Facebook FOMO & Market Hype Are Bad for Your Health
There's a way to be part of the hype, if you really really want to, without jeopardizing your core.
From In The Press
October 24, 2023
Sonoma Wealth Advisors selected for AdvisorHub 50 RIAs to Watch
100 RIAs To Watch These one-hundred advisors have assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.
From In The Press
October 20, 2023
Expert Insight on Financial Literacy for Neurodiverse People
What are the biggest challenges that neurodiverse people face when it comes to financial management?
From In The Press
October 07, 2023
How Does Life Insurance Work?
What is the most important factor to consider when selecting a life insurance policy?
From In The Press
October 03, 2023
Best Life Insurance Companies in May 2023
What type of person should look into buying life insurance?
From Blog
September 25, 2023
Daren Blonski, Now A Published Author
Learn the inspiration behind this powerful story and the 4 questions that can set you on a path for success.
From In The Press
September 21, 2023
What is a certificate of deposit (CD)? Everything you need to know about CD accounts
A certificate of deposit (CD) is a type of savings product offered by financial institutions that allows you to lock in an interest rate (usually expressed as an APY) for a set amount of time.
Prev
Next

Thoughts On Wealth

"The hardest thing in the world to understand is the income tax."
Albert Einstein
"Knowing what you don't know is more useful than being brilliant."
Charlie Munger
"Time is like a river. You cannot touch the same water twice, because the flow that has passed will never pass again. Enjoy every moment of your life."
Heraclitus, Greek Philosopher (interpretation)
"People say that money is not the key to happiness, but I always figured if you have enough money, you can have a key made."
Joan Rivers
"A lot of investing success is finding the delicate balance of when optimism turns into greed and conservatism turns into fear."
Morgan Housel
"I don't look to jump over seven-foot bars; I look around for one-foot bars that I can step over."
Warren Buffett