Sonoma Wealth Advisors, Inc. is an independent, fee-only wealth management firm based in Sonoma, California. The firm operates as a registered investment adviser and a fiduciary, committed to providing objective financial advice tailored to helping clients build, manage, and preserve their wealth. They offer comprehensive financial planning and investment management services, focusing on long-term client relationships and personalized strategies without the conflicts of interest associated with commission-based products.

Founded in

United States