Reviews

Shelby has been an asset to the Sonoma Wealth Team. She is extremely knowledgeable, responsive and patient. She keeps in touch which is part of the reason I work with Sonoma Wealth Advisors. They personally care about my situation and give advice as needed. She is the BEST!

Amplify

I rated Shelby 4 out of 5 stars only because I don't believe anyone is perfect. As my wife and I plan for the future, one of my most important goals is finding an advisory team that can continue to look after my wife's financial well-being if I am no longer here. I want her to have trusted professionals she can turn to with any question—whether financial or otherwise—and know she will receive honest guidance, thoughtful support, and genuine care. Shelby and Clay embody exactly what I was hoping to find. Shelby is exceptionally approachable, knowledgeable, and easy to talk with. Watching her interact with my wife gave me a great deal of confidence and peace of mind. Her warmth, patience, and sincerity were evident from our very first conversations. To be completely candid, if I had not had the opportunity to meet Shelby personally, I don't believe my wife and I would have felt comfortable becoming clients. The trust she helped establish played a significant role in our decision. Together, Shelby and Clay have created the kind of relationship-focused advisory experience that gives us confidence not only for today, but for the years ahead.

Amplify

Shelby was my first point of contact with Sonoma Wealth, and she is the reason we decided to move our accounts there. She answered all of my questions in such a warm and sincere way — it felt more like talking with a trusted friend than a financial office. Her kindness and professionalism immediately stood out. We have been very happy with Sonoma Wealth, and I wholehearted recommend them for our friends and family members.

Amplify

Gaetano Bettinelli at Sonoma Wealth Advisors provided incredible support to my family during one of the most difficult times in our lives. After my Dad passed away, my Mom was suddenly faced with countless important financial decisions involving property, transferring annuities into IRAs, merging bank accounts, transferring stock, and planning for a completely new financial future. It was overwhelming. Gaetano met with my Mom, helped create a clear plan, and took so many complicated tasks completely off her plate. He guided her carefully and patiently through every question and decision along the way. The peace of mind that came from knowing everything was being handled correctly was truly priceless. I’m deeply grateful for the help, kindness, and guidance Gaetano and Sonoma Wealth Advisors provided during such a difficult period. It’s hard to fully express how much their support meant to our family, and especially how relieved my Mom feels now.

Amplify

I have been working with Daren Blonski at Sonoma Wealth Advisors for over 10 years, and I can confidently say he has always had my best interests in mind. Daren is professional, knowledgeable, and genuinely kind. He has helped me with both long-term financial planning and specific financial goals over the years, always taking the time to explain options clearly and thoughtfully. He is one of the very few people I fully trust to recommend to my friends and family. I highly recommend Daren and Sonoma Wealth Advisors to anyone looking for honest, reliable financial guidance.

Amplify

We’ve been very pleased with our experience at Sonoma Wealth. Clay has been knowledgeable, responsive, and easy to work with, and we feel very confident in the guidance we’ve received.

Amplify

Chris is so knowledgeable, in so many areas. This isn't just about your "retirement" accounts. He looks at your whole financial picture. He helps with understanding when to "hold" or when to "sell" real estate you own, ideas about when to take social security and life planning in general. He always makes time when I have questions. I've referred other to him as well.

Amplify

I met with Daren in 2019. I was impressed that he was teaching about Financial Freedom and how to start managing your money. He never tried to sell me on moving my funds. It was more about building trust. The more I learned from him, the more I understood how he works to manage his clients' accounts. I moved my money over and have never looked back. I am one of his biggest fans and continue to refer clients, friends and family to him.

Amplify

I met with Darren and Chris several years ago. I felt very confident in transferring my accounts to Sonoma Wealth Advisors. I think I am one of their biggest fans and continue to share them with friends and family. They offer a personal approach which is different from what I've experienced in the past! I highly recommend them.

Google

We are so glad Gaetano Bettinelli is so thoughtfully managing our investments, and educating us about our finances. We also appreciate his recognition of our preference to trust him to act in our best interests while we remain primarily hands-off investors.

Amplify

Shelby is the best! Always helpful, cheerful, and fun to talk to!

Amplify

Clay is a lovely person. He has helped my husband and me navigate all of our finances. Clay speaks to us kindly, answers every question we have and then don't have, gives us fair and thoughtful advice, all in a friendly and professional manner. He has helped feel more secure and stable in our plans for the near future, retirement and for our children. We could not be more pleased with Clay and look forward to our next meeting.

Amplify

I've been working with Clay & Chris for 2 years now. They have carefully planned my investments and taught me so much about my long term retirement and portfolio. Clay in particular is very prompt, kind and thorough with his work and recommendations. I would highly recommend him as an advisor.

Amplify

Gaetano always ensures our questions are answered and that we're clear on what our plan is moving forward. We trust his advice and know he and the entire team are working to help set us up for success. We greatly appreciate Gaetano's check-ins and awareness of where we are in life - he helps us keep our portfolio on track even when it isn't at the front of our mind. We highly recommend working with Gaetano and the team at Sonoma Wealth Advisors.

Amplify

One of the best decisions of our life was to take all of our investments and work with Sonoma Wealth Advisors on our future retirement strategy. They are always available to answer questions at a moment’s notice. We meet twice a year to review the past, present and plan for the future. The second best decision we made was moving to Hawaii and if it wasn’t for the exceptional growth in our investments we wouldn’t have been able to do so. The staff are our financial representatives, now they are part of our ohana and no one is left behind. With much aloha❤️ Mahalo nui Loa

Amplify

Shelby Wirick is the best!!!! She is most enjoyable to work with! Always friendly, professional and available for even the simplest of questions! She is amazing and I count myself so lucky to have found her. My financial security is safe in her hands as well as with all the team at Sonoma Wealth Advisors. Thank you Shelby!

Amplify

I am fairly new to Sonoma Wealth, but Clay has been great so far! Always kind and helpful with all my questions.

Amplify

Clay is fabulous to work with! He is extremely responsive and always makes great recommendations based on our needs. We are thrilled to work with Clay. We highly recommend working with Clay and Sonoma Wealth.

Amplify

Shelby is incredible to work with! Very responsive, extremely intelligent, and a great listener. She understands our needs and always guides us in the right direction. I highly recommend Shelby for any financial planning needs.

Amplify

Working with Daren and his team has been an exceptional experience. What truly sets him apart is how personalized and thoughtfully curated his approach is. He has taken the time to deeply understand my unique financial situation, goals, and concerns rather than offering a one-size-fits-all strategy. His level of professionalism, communication, and attention to detail consistently exceeded my expectations. Every recommendation felt intentional, well researched, and aligned with both my short- and long-term objectives. I always feel supported, informed, and genuinely valued as a client. Daren has created a highly sophisticated yet approachable experience that inspires confidence and trust. If you are looking for financial advisors who combine expertise with truly individualized service, I cannot recommend them highly enough.

Amplify

Gaetano and Daren provide expert financial advice and services above an beyond our expectations. We appreciate that they listen to our concerns and then suggest strategies for money management that fit our goals.

Amplify

SWA has been providing personal and professional financial assistance for the past year and the experience is far better than if I had tried to manage my investments myself.They are a knowledgeable and trustworthy group and a pleasure to work with.

Google

From the moment we were introduced, Clay handled the relationship with the utmost care and respect. He took the time to understand our goals, explain our options, provide background and detail where needed, and was always responsive, clear in communications, and effective. He has gone well beyond our expectations in several aspects of our financial life to ensure we meet our goals. I would recommend him 100%, but I don't really want to share!! :-)

Amplify

I’m not tech savvy and don’t know a lot about investments but Gaetano was patient and guided me a lot my back door IRA.

Amplify

Daren checks in periodically and has always been prompt to answer any questions that we have

Amplify

Wonderful experience with Daren. He is an excellent advisor. Easy to contact. Great advice. I wholeheartedly recommend him.

Amplify

very Informative as usual. Help answered all my questions

Amplify

I have only just started with Sonoma Wealth and don't feel like I can give a true review. It has mostly been a matter of moving money and stock. There was one little glitch but I don't think I can base overall performance on that. Hopefully next time with more information I can share a little more.

Amplify

Clay is an excellent advisor. He is patient and kind, and is very responsive to calls or emails. He is trustworthy, which i value the most! I trust he will do the right thing for me and my family. He also has a sense of balance and humor— much needed these days.

Amplify

Each and every time Clay is here for me with questions or changes. The best thing he always listens when I speak. thank you so much Clay!

Amplify

Always there when you need him. Great intuition, knowledge and personality. I trust him more than all the other financial planners I’ve had over the years and recommend him to anyone

Amplify

Darren is always there for our questions, you know he is watching out for you.

Amplify

An outstanding professional at the top of his field. Daren will take the time to listen to your goals, then formulate an investment strategy specifically tailored to your expectations. And, it typically works!

Amplify

Daren is very informative to let you know what’s going on. Always says if you have more questions to call him.i look forward to his weekly podcast, even though I don’t understand everything,I still learn a lot.

Amplify

Gaetano wants us to fully understand our options, and he is an excellent teacher. When we make financial decisions, we are confident in our understanding.

Amplify

Shelby is an exceptional financial advisor—attentive, responsive, and consistently reliable. She’s easy to reach and takes the time to answer all of our questions clearly. If she doesn’t have an answer right away, she follows up promptly with thoughtful, thorough information. We really appreciate her professionalism and dedication.

Amplify

Daren has been a great confident for many years.

Amplify

All good with one exception, I have not spoken to Shelby in quite some time, would be good to hear from her more often.

Amplify

Shelby made us feel right at home from the first day we met. It felt like having a family member help manage our finances. Very patient, very explanatory and not “pushy” at all. I’m very happy we found her.

Amplify

I have been dealing with Daren Blonski for many years, and we have had a good working relationship.

Amplify

Prompt, professional, accurate service with a smile!

Amplify

Professional, prepared, and most helpful. She’s there for me. Thank you

Amplify

Great! Daren has always been available whenever I had questions. I left a message to call me back, and even though he in Tahoe he did call me back the same day. When I opened my investments account I told him, "Do whatever you have to do with it, just don't lose it." And he hasn't. It just keeps growing. He knows how to do his job.

Amplify

Extremely knowledgeable. Clay takes the time to show graphs, charts, and layouts that a person can understand. Has given great advise and we trust him making choices in our best interest.

Amplify

Very helpful and knowledgeable. Spent the time to make sure we were comfortable investing with Sonoma Wealth.

Amplify

Chris and the team at Sonoma Wealth Advisors are stellar. I have received nothing but superlative customer service and trust Chris to assist me in making the best financial decisions. I wholeheartedly recommend Chris, Shelby and the rest of the team at Sonoma Wealth Advisors (SWA). I could not be happier in choosing them to advise me with my financial future. Thank you Chris and SWA team!

Amplify

Clay is always available for my questions and treats me with dignity and respect. I appreciate his quick responses as well as his wisdom and knowledge. He is great at referring out when it's something he doesn't handle. I appreciate that humility. He's a professional who feels like a friend.

Amplify

He's always pleasant and informative. I have confidence in his advice. I also really like his office staff, especially Rose.

Amplify

We have been with Daren for many years. Very happy with what he has done for us! He is always available to talk, when we need him. He talks to us, not over us. Everyone in his office is knowledgeable and very friendly. We do enjoy their Friday podcast!

Amplify

Professional, responsive, attention to detail always.

Amplify

Shelby was professional as well as down to earth to make the entire experience a success.

Amplify

Clay makes it very easy for us to understand everything. Quick responses and make us feel comfortable.

Amplify

Shelby is very knowledgeable, welcoming, and trustworthy. My husband and I feel so blessed to have her in our corner.

Amplify

I feel Clay has my best interest at heart and has good communication style.

Amplify

My wife and I just love Chris and appreciate him!

Amplify

Fantastic guidance and people!

Amplify

Fantastic guidance and people!

Amplify

Clay has been responsive to any request and faithfully calls to check up on me. I would recommend him for anyone who wants to have their investments carefully handled.

Amplify

Shelby has been a great help in getting our investment package moving in the right direction. Always available to answer questions about our investments. Highly recommend.

Amplify

Daren provides us with detailed information to make the best financial decisions for our future. He is proactive by scheduling periodic meetings to review our portfolio without us having to request an appointment.

Amplify

Daren has been our financial advisor for several years. He take the time to explain in detail your investments, what the best strategy is to protect your retirement and sets goals for your future. The other advisors are first rate along with the support team. I highly recommend Sonoma Wealth Advisors.

Amplify

Mr. Bettinelli is always quick to respond to our emails and always responds completely. He has a clear understanding of our financial goals and is helping us in achieving them.

Amplify

Clay is kind and patient. He always quickly and thoroughly responds to any inquiries that my I or my wife might have. When we have options, he carefully explains the pros and cons of each. My wife and I both feel safe trusting our future in Clay's hands. :)

Amplify

Daren has taken very good care of the financial decisions made in my behalf. I feel very secure and highly recommend him. Sincerely, Janice Malchow

Amplify

Daren was most helpful getting me started on my SEP-IRA. Going through a brutal loan modification through Chase (28 months), my SEP was depleted. Daren was empathetic and got me back up and running. He responds quickly to any questions I have and responds in financial language I can understand. His staff is always ready to help in any way also.

Amplify

Clay is always more than helpful and great at explaining everything! Love working with him.

Amplify

Clay is responsive and considerate of my requests and thoughts. He really gives me, as a client, great service and council. I've enjoyed our experience with Sonoma Wealth and the staff I've interacted with.

Amplify

Amazing experience. Quick to respond, knowledgeable. Keeps up on the market and tolerates all questions. Very honest which is greatly appreciated.

Amplify

He has been great.

Amplify

Chris has been very thorough and takes his time to explain everything. Great guy! Highly recommend him.

Amplify

Chris is the best! Just love working with him. He's helpful, patient, kind and I trust him implicitly. He's helped me understand about the markets, guided me to set up a retirement plan and kept me on course throughout all the years we've worked together.

Amplify

Chris always makes time to consult with me on various buys and sells to keep me on my financial track.

Amplify

Very helpful with planning my retirement!

Amplify

I’m what you might call a high maintenance client. But not only that, my portfolio is really not that impressive. But despite these handicaps on my part, it has been my experience that Chris has always treated me as if I was a high-valued customer. His patience and understanding makes me feel like a wanted client. Because of Chris, I believe I’ll be with SWA for generations.

Amplify

Chris and the Sonoma Wealth team have been fantastic in helping me sort my family finances and setting up a reliable future plan. Chris has been very accommodating and flexible to our changing needs, while providing great and trusted advice on choices.

Amplify

My meeting with Chris Sipes was very positive. He was thorough in reviewing my portfolio and answered all of my questions in language I could understand. I feel confident working with him.

Amplify

We love working with Chris. He has the heart of a teacher and being able to ask questions and get answers attuned to our specific needs is so reassuring. He takes the time to listen and truly cares about us as clients. I would highly recommend Chris and the team at Sonoma Wealth Advisors

Amplify

I just left Chris a smashing review a month ago.

Amplify

I have been happy with the work done by Chris Sipes. Even with the market as unpredictable as it's been, my account has consistently grown. I appreciate knowing my account is in good hands.

Amplify

Chris is knowledgeable, helpful, and reassuring. I've enjoyed working with him for many years and look forward to many more!

Amplify

Responsive, managing our account very well.

Amplify

Chris has been our advisor for over a decade and notably, Sonoma Wealth Advisors has served three generations of my family. Chris is an absolute treasure to work with. Extremely professional and a person of high integrity, he responds quickly to all our concerns. He guides our finances with the care he would family. We are grateful to be clients of Chris and Sonoma Wealth Advisors!

Amplify

Chris has been advising us for several years and we couldn't be happier. He is kind, knowledgeable, and very helpful with our financial planning. I recommend his services any time I can.

Amplify

We have enjoyed working with Chris. His is responsive & helpful every time we call.

Amplify

Chris is always attentive and willing to educate me. He's patient with my occasional crackpot ideas. We know our money is in good hands with Chris.

Amplify

My experience with Chris Sipes has been entirely positive. He is always available to answer my questions and explains concepts in a way that I can understand. Very pleasant, easy to talk to.

Amplify

I have been delighted with my working relationship with Chris. He answers all my questions, offers advice and lets me try new investments always looking out for my best interests!

Amplify

I recommend anyone to work with Chris. He is very knowledgeable, helpful, and easy to work with. I have recommended him to all of my family.

Amplify

Has really done a fantastic job of keeping our money stable even while providing both retirement income and special project money. Very pleased.

Amplify

Chris is very response and reassuring

Amplify

Chris had been invaluable. He is knowledgeable and very patient. Chris has helped me build my retirement plan so that I am almost debt free and able to retire. He helped walk through a major life change that had some financial impact but also person issues to consider. I really appreciated his insight. I have worked with him over the last 15 years. My prior financial advisor was a poor choice who was only out for himself and I am glad I found Chris.

Amplify

Chris has been careful and easy to work with, despite our relative uncertainties and insecurities with all things-Investment! He's patient, knowledgeable and never makes you feel like, "You really should be getting this by now." We appreciate his availability and ease, despite the life difficulties we've thrown his way. We trust and enjoy working with Chris and the good team at Sonoma Wealth!

Amplify

Mr. Sipes is an excellent advisor. He explained all planning in detail and I’m very comfortable with his expertise. He provided a great service and I trust him. Thank you to Chris and the Sonoma Wealth team for all they do.

Amplify

Chris is always helpful with all my questions and financial needs. The information he has given me regarding my financial changes has been very useful.

Amplify

Chris has been helpful, responding in a timely manner, and knowledgeable since we have began working together since July. My portfolio has performed well and he has also provided me with useful advice regarding future financial planning/retirement and I have listened to the weekly podcast as well which provides some insight and perspectives.

Amplify

I am very happy with your company. Chis has been supportive and knowledgeable. Appreciate his help.

Amplify

Couldn't be better. Sonoma Wealth Advisors. I've been with them for years. Daren, Chris, and Rose are the best. Helpful. Friendly. Fun. Like they are friends, not just business people. Take the time to explain things so even a non-financial person like myself understands. And the investments are good. Even during down times. Thank you for all you do!

Google

We love the professionalism and warmth of the associates we work with at Sonoma Wealth Advisors. They have always given sound advice and made us feel our relationship is important.

Google

Wonderful advice and advising!!

Google

My wife and I have been clients for years with Sonoma Wealth Advisors. We feel that Chris, Daren and Rose are the best of the best and always respond quickly and professionally. One area that shines is their ability to stay well informed on the markets and adjust our portfolio accordingly. We have sought information and analysis regarding our investments and through their personalized approach and state of the art computer system. We are able to visually see the growth of each of our investments, as well as, our entire portfolio's value by using the Sonoma Wealth portal. We have experienced that they are working hard for what is best for our entire family. We have two daughters and Chris, Daren and Rose have always put their futures as of utmost importance. Working with financial professionals who are family based is a blessing in our lives! Thank you Sonoma Wealth Advisors, Daniel and Katherine Edwards

Google

Daren and his team consistently exceed expectations! They provide me with peace of mind, ensuring all my financial needs are expertly managed. Thanks to their guidance, my finances have reached new heights, and they keep me informed and up-to-date in the ever-evolving market. Their staff is always warm, inviting, and makes me feel right at home.

Google

It is a stressful thing to trust your hard earned money to someone else!! But just have a face to face with these guys & gals and you will come to feel right at home. They have all the tools and knowledge to do what YOU want to do with your $$...

Google

I have been using their financial services for years. Prior experiences at other firms were not favorable. We have been very pleased with the way they have managed our portfolio. Very trustworthy and very knowledgeable. Can call them at any time and get immediate response. Very easy to work with their staff. Highly recommend

Google

We highly recommend the team at Sonoma Wealth Advisors. They were excellent at managing our portfolio through the years approaching retirement. In addition they provided great recommendations on how to maximize our other resources such as real estate. We greatly appreciate them!

Google

We chose Sonoma Wealth Advisors after having interviewed 3 other fiduciary companies. We liked that they listened as we explained our needs. Chris and Darin were both very knowledgeable and were willing to answer our many questions. We have been with them for many years and are pleased with the outcome. We know we made the right choice

Google

I've had an excellent experience with Sonoma Wealth Advisors. Staff are friendly, competent and responsive. I definitely trust them to manage my funds.

Google

We've been working with Chris and Clay for a few years now, and are always confident they're looking out for our best interests. They are approachable and patient with my sometimes-obtuse requests and questions, and always gently coach my wife and me towards wise financial directions.

Google

We have complete trust in Sonoma Wealth Advisors with our investments.

Google

I've been very happy with Sonoma Wealth Advisors; in particular with Frankie and Rose. They welcome me in by name ask after my family and me and make me feel special. That personal touch is missing in so many businesses these days, so kudos to you SWA.

Google

Sonoma Wealth Advisors been working with them for several years. Excellent service friendly customer service wonderful advice. Highly recommend.

Google

The SWA team tailors our wealth management plan to meet our personal goals.

Google

Chris Sipes and his team do a great job of investing and customer service.

Google

Been working with SWA for a few years now and find their services and professional experience absolutely essential to my family's investment needs. Chris makes himself available for all my financial/investment queries and his approach to handling my requests, concerns, or interests has always proven to be of absolute value to me. I wholeheartedly recommend them if you are in the market for such a service.

Google

This company is great..they're wonderful to work with . .people are nice and smart and whenever I have questions they get back to me in a timely manner..

Google

I am very pleased with the service at Sonoma Wealth Advisors. Darren Blonski is an excellent financial planner and the office staff are so helpful and accomodating. I'm very pleased with the service this office provides.

Google

Amazing team.

Google

Very supportive! Explains in layman's terms, with careful detail. Helpful and not manipulative.

Google

Chris and Clay are simply the best. They are pleasant and professional at all times. Their advise is spot on every time. Even with frustrating pension and annuity stuff they always guided me with my interest first. They will always be my financial gurus.

Google

Sonoma Wealth Advisors have been awesome to work with! They have been very attentive to my family's financial goals and have worked closely with us to ensure our savings and retirement will be fruitful. They are kind, patient, and friendly - and ALWAYS happy to answer ALL the questions you have, so don't feel bashful... ask! Put them to work! They're great people who are happy to do great work for you!

Google

Working with Chris Sipes and Clay have been seamless and very productive. Their insight and professionalism are a huge asset and much much appreciated.

Google

Sonoma Wealth is an excellent manager. Clay is very responsive and attentive. Great group!

Google

these guys are awesome

Google