Wealth Management in Sonoma, CA

We did the hard work of finding trustworthy partners in Sonoma, CA. Fill out the form to get connected.

Connect With a Wealth Manager

As Seen In

List of Firms

Sonoma, CA Wealth Management Firms

SEC File# 801-117411
CRD# 305614
5 out of 5
Location 539 Broadway Suite A, Sonoma, CA 95476, USA
Phone (707) 938-7414
SEC File# 801-100400
CRD# 246788
5 out of 5
Location 144 W Napa St, Sonoma, CA 95476, USA
Phone (707) 812-5112
Bank of America Financial Center
3 out of 5
Location 35 W Napa St, Sonoma, CA 95476, USA
Phone (707) 939-3491
SEC File# 801-110382
CRD# 287882
Location 11 5th St Suite 108, Petaluma, CA 94952, USA
Phone (707) 981-7584
Sonoma County Wealth Advisors
Location 884 3rd St Suite A, Santa Rosa, CA 95404, USA
Phone (707) 284-2975
Zim Wealth Management - Financial Advisor for Business Owners & CEOs, Petaluma CA
5 out of 5
Location 215 Western Ave, Petaluma, CA 94952, USA
Phone (415) 425-1833
Edward Jones - Financial Advisor: Lindsey Stone, AAMS™
Location 463 2nd St W Suite A, Sonoma, CA 95476, USA
Phone (707) 996-4086
Aimee Matthews - Associate Financial Advisor, Ameriprise Financial Services, LLC
Location 283 2nd St E, Sonoma, CA 95476, USA
Phone (707) 935-8222
Skolnik Wealth Management
Location 755 Baywood Dr, Petaluma, CA 94954, USA
Phone (707) 658-4561
Kenwood Investments
Location 450 W Spain St, Sonoma, CA 95476, USA
Phone (707) 721-8838
Apex Wealth Advisors - Ameriprise Financial Services, LLC
Location 528 A St, Santa Rosa, CA 95401, USA
Phone (707) 387-4630
Wealth Management in Sonoma, CA

Where Wealth Management Advisors in Sonoma, CA Serve

Sonoma, CA is located in the wine country of California. It is a historic small town with a population of just over 10,000 people. The main landmarks in Sonoma are the Sonoma Plaza and the Mission San Francisco Solano. The top employers in Sonoma are the Sonoma County government and the tourism industry. Major highways and streets in Sonoma include Highway 12 and Broadway. The neighborhoods in Sonoma are mostly historic, with a few newer developments.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Sonoma County banks offer a variety of services to their customers.Services vary from bank to bank, but often include checking and savings accounts, loans, mortgages, and credit cards. Many banks also offer online banking and bill pay services, as well as 24-hour customer service hotlines. Some banks have physical branches in Sonoma County, while others are only available online or by phone.

Retirement Planning

Retirement planning in Sonoma, CA is a critical process that everyone should undertake. There are many factors to consider when planning for retirement, and it can be helpful to speak with a retirement planner to create the best plan for your unique situation. Some of the things you'll need to think about include how much money you'll need to live comfortably in retirement, whether you'll continue to work during retirement, what kind of health insurance you will have, and how you will access your savings and investments.

Tax Services

Tax accountants in Sonoma, CA provide tax planning and preparation services to individuals and businesses in the area. They help clients save money on their taxes by recommending strategies that reduce their taxable income. Tax accountants also file tax returns for their clients, ensuring that they comply with all tax laws.

Financial Advisor

A financial advisor in Sonoma, CA can provide a variety of services depending on the individual's needs. They may provide advice on retirement planning, investments, insurance, and tax planning. Financial advisors can also help people manage their debt and create a budget. In order to find the right financial advisor for you, it is important to research different options and compare fees.

Insurance Broker

An insurance broker in Sonoma, CA helps people find the best insurance plans for their needs. He or she will ask a lot of questions to figure out what kind of coverage you need and then search through a variety of plans to find the best one for you. He or she can also help you file claims and answer any questions you have about your policy.

Mortgage Loan Officer

Mortgage loan officers in Sonoma, CA work with clients to help them obtain mortgages. They work with banks and other lenders to get the best mortgage rates for their clients, and they also help them through the application process. They can help clients find the right mortgage for their needs, and they can also provide advice on how to best manage their mortgage payments.

Estate Planning Lawyer

An estate planning lawyer in Sonoma, CA helps you to create a will and other legal documents that dictate how your assets will be distributed after you die. They can also help you to set up trusts and designate guardians for your children in the event something happens to you. In addition, an estate planning lawyer can help you to plan for tax implications of inheritance, and they can advise you on how best to manage your money and property during your lifetime.


Comprehensive Wealth Management FAQs