Sonoma Wealth Management Group


We help 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 

Services Include

  • Wealth Management
  • Estate Planning Strategies
  • Financial Planning
  • Philanthropic Services
  • Sustainable Investing
  • Alternative Investments
  • Trust Services*
  • Wealth Consulting
  • Business Succession Planning
  • Cash Management
  • Professional Portfolio Management

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

Our Clients


We work with an exceptional clientele of innovators, entrepreneurs, business leaders and their families. Many of our clients have had a significant liquidity event and need help managing the financial and interpersonal complexity it creates. We provide the experience, expertise and resources to help them protect what they have earned, pursue their most important goals, and simplify every aspect of their financial lives.

In The Press

National Recognition:

Forbes Magazine Top 250 Women Wealth Advisors
Rupa Jack, 2018

Forbes Magazine Best-in-State Advisors

Rupa Jack, 2018
Ivar Bolander, 2018
Craig Franklin, 2018

Forbes Magazine America’s Top 200 Women Advisors
Rupa Jack, 2017

Financial Times Top Financial Advisers, 2015, 2016
Ivar Bolander, 2015, 2016

National Association of Board Certified Advisory Practices Risk Management Star
Rupa Jack, 2012-13

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.



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

    Meet Sonoma Wealth Management Group


    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

    Insights and Outcomes

    Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.


    Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.


    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


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

    • Asset management
    • Traditional investments
    • Alternative Investments
    • 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


    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

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

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    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

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    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

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