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The Four Levers For Successful Employer-Sponsored Plans
Ongoing Education


In general, better-informed employees tend to make better financial decisions, and making regular contributions to one's retirement plan puts them in a better spot to be able to retire. You want your employees to take advantage of the plan you have in place, and a great way to do that is by offering regular retirement counseling and education to your employees.

Concierge Service

We know that having a reliable person to call when you have questions is an understated added value for clients. Working with large brokers typically means you're delegated to calling an automated phone line and stuck with a person who has no relationship with you or your employees to address your concerns. Working with Sonoma Wealth Advisors means you will know and can rely on the person answering the phone any time you call. 

Frequently Reviewed Investment Options



Knowing your options and reviewing investments is critical to both staying compliant and encouraging employee participation in your plan. We want everyone to have the best investment experience possible, which is why we offer a well-vetted full line-up of investment options. 

Reasonable Fees


We understand the role that trust and transparency play in every relationship and the same applies to working with a financial advisor. Paying fees or commissions when working with a professional to help with your retirement is unavoidable — we differentiate ourselves from the pack by ensuring that our fees are fully transparent and disclosed upfront. 

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Employer-Sponsored Retirement Solutions