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Santa Rosa Office

2625 Piner Road
Santa Rosa, CA 95401-4036

CaliforniaHawk Wealth Management

Our mission is to get to know and understand you needs, wants, and long-term goals. we want to help you develop, implement, and monitor a strategy that's designed to address your individual situation.

Meet Our Team

WE HELP YOU SET VIVID GOALS SO YOUR FUTURE IS IN YOUR CONTROL

Our Process

We create strategies that are tailored to your needs and goals.

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Wealth Vision

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Where Do you Want Your Financial Roadmap to Take You?

Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.

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