Sonoma Wealth Has Been Nominated

Sonoma Wealth Advisors, has been nominated in the Best Financial Advisor category in the Sonoma Index Tribune’s People's Choice Awards 2026. Find us on the ballot here: 👉 https://peopleschoice.sonomanews.com/

_{Disclosure: This nomination was received without compensation, is determined by public voting, and should not be construed as an endorsement, a reflection of any client's experience, or an indication of past or future investment performance.}

Privacy Policy

Sonoma Wealth Advisors ("we," "us," or "our") is committed to protecting your personal information. This Privacy Policy describes how we collect, use, and safeguard information you provide to us.

Information We Collect

We may collect your name, email address, phone number, and financial information when you contact us, request a consultation, or use our services.

How We Use Your Information

We use your information to provide financial advisory services, respond to inquiries, send appointment reminders, and communicate service updates. We do not sell or share your personal information with third parties for marketing purposes.

SMS Communications

If you provide your phone number and consent to SMS, we may send you appointment reminders and service notifications via text. Message and data rates may apply. Reply STOP to unsubscribe at any time. Reply HELP for assistance.

Sonoma Wealth Advisors | 539 Broadway, Suite A, Sonoma, CA 95476 | (530) 219-2981