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Sonoma Wealth Nominated For Award
Our firm, Sonoma Wealth Advisors, has been nominated in the Best Financial Advisor category in the Sonoma Index Tribune’s People's Choice Awards 2026.
This nomination is an honor for us,...
Behind the Firm: Jackie Egidio on Running Sonoma Wealth Advisors
What's it really like running a financial firm with 12 advisors, thousands of clients and $1 billion Assets Under Management? Find out as Sonoma Wealth Chief Operating Officer Jackie Egidio steps...
Get To Know: Gaetano Bettinelli
Meet Sonoma Wealth Advisor Gaetano Bettinelli, MBA. In the latest in our Get To Know video series, you'll learn about:
• Gaetano's family background in viticulture.
• Why he felt called to serve...
Find Your 1099 On Schwab
We know our clients well! You're ready to start prepping those 2025 taxes, aren't you?
So the big question is...where's my 1099?
Schwab typically provides 1099s in late January to early...
SWA Visits KSVY Radio With Bonnie Lee, E.A.
Sonoma Wealth Advisors was honored to join Sonoma's community radio KSVY 91.3 today to talk end of the year planning and current market conditions. Host Bonnie Lee, E.A. welcomed advisor Shelby...
2025 Holiday Hours
Ok there's no snow in Sonoma County which makes the above photo a little funny...but maybe you went to Tahoe!
The 2025 Holidays are here! If you're planning to swing by our Sonoma and Santa...
Sonoma Wealth Bloopers 😂
The team at Sonoma Wealth take their work seriously...but if you aren't laughing you ain't living! Catch a few outtakes here from the gang at a recent video shoot they had on the Sonoma Square.
A Look Inside Our 2025 Advisor Meeting: Focus On AI
We serve our clients at our offices across Northern California, but once a year, we gather together to learn, connect and problem solve. There's no getting around the AI Elephant in 2025, so we...
New Santa Rosa Office Now Open
We are excited to announce the opening of our NEW Santa Rosa office at 250 D St. Suite 204. Located inside the historic Rosenburg building in downtown Santa Rosa, this classically restored space...
Sonoma Wealth Is A Top RIA
We are proud to announce that for the 2nd time this summer, our firm has received a national recognition for financial services. Sonoma Wealth has been named a Top RIA in 2025 by Financial Advisor...