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Sonoma Wealth Management Group

OUR MISSION STATEMENT

Helping clients and families of substantial wealth simplify and manage their complex personal and financial lives.

Our Story and Services

Our Story

The Sonoma Wealth Management Group at Morgan Stanley is an experienced tightly knit group of highly credentialed financial professionals. We combine our talents to help clients of substantial wealth simplify and manage their complex personal and financial lives. We can help you navigate the complexities that come with financial success, so you and your family are free to focus on the people, issues and activities that enrich your lives.

Working closely with you and your tax and legal advisors, Sonoma Wealth Management Group helps you address the unique challenges of significant wealth.

View our brochure


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services

  • Wealth Management
  • Estate Planning Strategies
  • Financial Planning
  • Philanthropic Services
  • Sustainable Investing
  • Alternative Investments
  • Trust Services*
  • Wealth Consulting

Our Clients

Clients

We focus on the wealth management needs of innovators, entrepreneurs and senior executives who have had a significant liquidity event and need help managing the financial and interpersonal complexity it creates.

Working With You

Working With You

The goal of our process is to help you create a comprehensive wealth management plan to reach your most important personal, professional and philanthropic goals. We begin by learning about your history, your family, your interests, concerns and aspirations. We then reach out to your CPA and estate attorney to familiarize ourselves with your existing estate planning and coordinate our strategies. This discovery process enables us to develop an appropriate plan designed to help grow, preserve and transfer your wealth. Once implemented, we closely monitor your strategy to make sure it stays current with your goals in an ever-changing financial and personal world.

Location

Location

  • 3562 Round Barn Circle
  • 1st Floor
  • Santa Rosa, CA 95403


    Meet Sonoma Wealth Management Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Ready to start a conversation? Contact Sonoma Wealth Management Group today.

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