Addressing Your Money Questions, One Post At A Time
Blog
Decoding Difficult Topics and Questions
Sonoma Wealth Latest
Filter By Date
Sonoma Wealth Supports Sonoma Fireworks
Sonoma Wealth Advisors sponsors the 2026 Hometown Fourth Of July Parade, ranked the 8th-best Fourth of July celebration in the country.
Sonoma Wealth Nominated For Award
Sonoma Wealth Advisors is nominated for Best Financial Advisor in the Sonoma Index-Tribune's 2026 People's Choice Awards. See how to cast your vote.
Behind the Firm: Jackie Egidio on Running Sonoma Wealth Advisors
COO Jackie Egidio joins the Beyond The Vines podcast to discuss running a $1 billion RIA with 12 advisors, from client anxiety to team culture.
Get To Know: Advisor Gaetano Bettinelli
From a Napa vineyard family to a Marine Corps Captain to Sonoma Wealth Advisor, Gaetano Bettinelli brings a rare mix of discipline and roots. Watch his story.
Schwab 1099 Release Date 2026: Find Yours Fast
Schwab typically issues 1099s in three waves: late January, mid-February, and end of February. Watch our quick video to find yours the moment it posts.
Sonoma Wealth Visits KSVY Radio With Bonnie Lee, E.A.
Advisor Shelby Wirick and Managing Principal Daren Blonski join Bonnie Lee, E.A. on KSVY's Taxpertise to talk year-end planning and market conditions.
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
Sonoma Wealth Advisors tackles the "AI Elephant" at its annual Advisor Meeting, gathering across offices to learn, connect, and problem-solve.
New Santa Rosa Office Now Open
Sonoma Wealth Advisors opens a new Santa Rosa office inside the historic Rosenburg building on D Street, with in-person and virtual meeting options.