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Sonoma Office
Our Sonoma wealth management practice combines national firm capabilities with personalized local service tailored to your financial goals.
Contact Sonoma Office
Sonoma Office: 651 1st St W Suite C Sonoma, CA 95476
M-Th 8:30 AM - 5:00 PM, F 8:30AM - 3:00PM
Contact Sonoma Office
651 1st St W Suite C Sonoma, CA 95476
M-Th 8:30 AM - 5:00 PM, F 8:30AM - 3:00PM
We Know Sonoma
Located in California’s renowned wine country, Sonoma attracts professionals, winemakers, and families who value its distinct quality of life. Our team understands this region’s distinctive character, from hospitality executives and entrepreneurs to retirees and multi-generational families. Whether you’re managing business succession, optimizing your investment portfolio, or building a family legacy, our Sonoma financial advisors provide sophisticated guidance informed by local knowledge and backed by comprehensive national resources.
Wealth Management Services in Sonoma
Our Sonoma financial advisors provide integrated wealth management that encompasses investment strategies, tax planning, estate planning, and risk management solutions.
Contact Sonoma Office
Wealth Management >
The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated planning solutions to grow, protect, and preserve your wealth across generations.
Investment Solutions >
Investing is a long-term commitment to your financial well-being. It’s about growing and safeguarding your wealth. Our disciplined, goal-oriented approach ensures your portfolio remains resilient in the face of market and economic fluctuations.
Estate & Gift Planning >
Our sophisticated estate and wealth transfer strategies help you preserve your legacy while helping minimize tax burdens. Every recommendation is tailored to your specific needs, leveraging our extensive knowledge of estate, trust, gift, and tax regulations.
Financial Planning >
Successfully navigating the financial challenges that come with wealth necessitates planning, relevant advice, and a financial advisor who’s always in your corner. Cerity Partners provides all three.
Insurance Planning & Risk Management >
Safeguard the financial security you and your loved ones have built. We assess your current risk exposure and develop customized strategies designed to protect the most vulnerable areas of your financial life.
Tax Planning & Preparation >
We design and implement tax optimization strategies, including the creation of detailed tax projections and the preparation of personal, trust, and business tax returns.
Our Team of Financial Advisors in Sonoma
Our Sonoma team serves as fiduciaries, combining specialized experience with Cerity Partners’ comprehensive resources to deliver coordinated guidance.
Meet Our Full Sonoma TeamOur Latest Insights
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