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February 2025
Podcast: 8 Ways We *Think* About Money
“Money’s all in your mind” sounds pretty hokey, doesn’t it? But trace every decision you’ve ever made in life, including your money. Where did it all flow from? Right 😉🧠. At Sonoma Wealth...
Leadership Spotlight: Jackie Egidio, MBA
Step inside SWA in our new limited video series- Get To Know Sonoma Wealth. Short chats with the people who make our company go. As Chief Operating Officer of Sonoma Wealth, Jackie Egidio MBA...
Podcast: What Is Tax Planning?
We’ve all “done our taxes”. Gather up a mess of documents, send them in to your person or software program, weeks pass, maybe you get a check maybe you cut a check, depends on the year. But have you..
A Look Inside Our Fall/Winter 2024 Advisor Meeting
At Sonoma Wealth Advisors, we prioritize ongoing education and knowledge for our current clients, future clients and especially our advisors. Financial Services is (and always has been) a moving...