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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
What's the "greenlight" that brought Jackie Egidio to Sonoma Wealth? Our COO shares her story in the latest Get To Know Sonoma Wealth video.
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 2024 Advisor Meeting
Sonoma Wealth Advisors gathers at Anaba Wines for its Fall/Winter 2024 Advisor Meeting, covering asset protection, digital tools, and holistic wealth planning.