Broker Check

Santa Rosa Office

2625 Piner Road,

Santa Rosa, CA 95401-4036

Manage Your Life Less, Enjoy It More

The pace and complexity of managing finances today can leave some people feeling unprepared uncertain about their financial future.

Our comprehensive financial planning can provide solutions that are customized to your objectives and capable of addressing a wide range of circumstances and concerns. We partner with you to better position you to pursue your financial goals and aspirations.

Our planning process will help you:

  • Understand your finances from a holistic point of view.
  • Create integrated strategies that take all your financial activities into account.
  • Identify long-term goals and the steps needed to pursue them.
  • Track your progress and make adjustments as you experience new life events.

We'll then use the WealthVision℠ platform to integrate your financial plan into a robust personal financial website. Its powerful engine can generate comprehensive financial planning analytics - calculating cash flow projections, modeling "what-if" scenarios, and generating alerts when adjustments may need to be made. You'll have access to budget tools, reports, educational materials, and storage for personal documents in one convenient and secure location.

Robust Features On A Secure, Mobile Platform

Robust Features On A Secure, Mobile Platform

The WealthVision client portal is designed to provide you with the robust features you need to stay connected to your finances, goals, and important documents. Your secure personal website is available via desktop or mobile, and it allows you to track your progress against the goals set by you and your financial advisor. And, perhaps most importantly, you never have to worry about your information being shared with online advertisers and other service providers.