Sonoma Wealth Advisors
Financial AdvisingHours:
539 Broadway Suite A, Sonoma CA 95476 Hours
About Sonoma Wealth Advisors
At Sonoma Wealth, we pride ourselves on working as hard for you as you have for yourself. We invest our energy in our clients just as they invest with us. We provide our clients a holistic approach to finance, including: financial planning, asset management, tax planning and asset protection. Our approach is coaching-focused and down-to-earth. We enjoy a collaborative, and even fun environment together, to work toward your financial goals.
Most Recent Reviews
June 2026
I met with Darren and Chris several years ago. I felt very confident in transferring my accounts to Sonoma Wealth Advisors. I think I am one of their biggest fans and continue to share them with friends and family. They offer a personal approach which is different from what I've experienced in the past! I highly recommend...
read full commentJanuary 2025
We love the professionalism and warmth of the associates we work with at Sonoma Wealth Advisors. They have always given sound advice and made us feel our relationship is important.
November 2024
It is a stressful thing to trust your hard earned money to someone else!! But just have a face to face with these guys & gals and you will come to feel right at home. They have all the tools and knowledge to do what YOU want to do with your $$...
More Comments(29)
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