Our Services


If you find yourself frustrated with your advisor only focusing on one aspect of your financial picture, you're not alone. We've been there and that's why we've built our practice around providing you with guidance based on your complete financial picture - as well as equipping you with the tools and skills you need to make smarty day-to-day money choices.

At Sonoma Wealth Advisors, our comprehensive approach is designed to ensure all your wealth management needs are fulfilled - putting you on a clear path toward a healthy financial future.