Investment Management


You Deserve To Work With A Fiduciary Who Believes In:

Always Acting in Your Best Interest

Our advisors and staff provide guidance in your best interest.  Our recommendations are made with the intention to help you reach your goals most efficiently.



A Tax-Efficient Approach


It's not what you make, it's what you keep that matters. Our CERTIFIED FINANCIAL PLANNERS™ and Financial Advisors prioritize tax efficiency for each investment, considering the entire financial picture beyond a single asset in isolation.


Asset Allocation and Risk Management


We believe in investing for the long term.  Years, not days. Our investment strategy involves factor-based asset allocation with managing portfolio risk and long-term capital return expectations at the forefront of our portfolio allocation and management strategy.


Goals-Based Investing

Your situation, goals, risk profile, and investing timeline are unique. That is why we go beyond a one-size-fits-all approach to help you achieve what’s most important to you.  


Taking On The Heavy Lifting, At Your Direction

Do you know the difference between ETFs and mutual funds?  Active funds vs passive funds?  Qualified dividends or ordinary dividends?  The complexity of the investment world and tax code offers a potential pitfall around every corner.  Our experienced advisors walk with you through all the scenarios and, at your ultimate direction, execute the heavy lifting of portfolio management.



Free Wealth Analysis

Only 2% of investors
understood Bonds

In this survey of active investors, only 2% could correctly answer how bond prices worked.  Yet 57% said they understood the topic.  We believe in educating and guiding our clients to understand every aspect of their portfolio. We enjoy answering questions and giving multiple explanations to provide a clear understanding.

Source: Natixis

What is Investment Management?

Sonoma Wealth provides guidance on financial markets so that your investments align with your financial plan, including consideration for your real estate and business investments.  Our advisors take on the heavy lifting of allocating, rebalancing and trading portfolios, at your direction, putting you on a clear path toward a healthy financial future.

Ready to Get Started?