OUR MISSION STATEMENT
We help clients and families of substantial wealth simplify and manage their complex personal and financial lives.
We help clients and families of substantial wealth simplify and manage their complex personal and financial lives.
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.
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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.
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
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.
Drawing on over 30 years of experience at Morgan Stanley, Rupa Jack helps families with their personal and financial decision-making process over their lifetime so they can accomplish the things that are most important to them. As a designated Morgan Stanley Family Wealth Director, I have demonstrated knowledge across a broad range of wealth management areas, including estate planning, traditional and alternative investments, control and restricted securities, financing, alternatives, hedging and monetization, and business succession planning. I can also provide our clients with access to an extensive range of family advisory services, including family governance and dynamics, philanthropic services and customized reporting.
Securities Agent: AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, KS, MA, MD, MI, MN, MO, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
CA License#: 0C78735
As a Morgan Stanley veteran with over 35 years of experience and a founding member of the Sonoma Wealth Management Group, I focus on the multifaceted, multigenerational financial needs of successful individuals and their families. I have particularly deep experience helping accomplished executives and entrepreneurs manage concentrated equity positions, and I provide knowledge and guidance in the creation and implementation of highly customized investment strategies. My team and I provide access to a broad range of estate planning strategies and other family office services offered in conjunction with my designation as a Morgan Stanley Family Wealth Director.
Securities Agent: AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, MA, MD, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
CA License#: 0A68725
With nearly 30 years of experience as a Financial Advisor at Morgan Stanley, I provide thoughtful planning and comprehensive, proactive advice to clients. I have extensive experience handling the complex financial needs of clients, and work to create customized strategies helping them live the lifestyle they choose and plan for a smooth transition to the next generation. Consistent with my commitment to planning and education, I received the Certified Investment Management Analyst® (CIMA®) designation from IMCA, taught in conjunction with Wharton Business School and also hold the CFP® certification from the Certified Financial Planning Board of Standards, Inc. I am keenly interested in the health of our food system and the land that supports it while enjoying being with family, traveling, gardening and the outdoors.
Securities Agent: AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, MA, MD, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
CA License#: 0A54850
I have spent most of my 23-year career at Morgan Stanley guiding successful entrepreneurs, executives and other high net worth individuals and families through their wealth planning and asset allocation decisions. As a designated Morgan Stanley Family Wealth Director, I have demonstrated knowledge across a broad range of wealth management areas, including estate planning, control and restricted securities, financing, hedging and monetization, and business succession planning, and can provide our clients with access to an extensive range of family advisory services. I also work with clients to design and implement fixed income portfolios, handle large equity trades and offer advice on their decisions in the alternatives space; and I am responsible for the syndicate area in Morgan Stanley’s Santa Rosa office.
BM/Supervisor; Securities Agent: AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, MA, MD, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Managed Futures
CA License#: 0B78645
I work closely with my fellow advisors to help our clients create and implement comprehensive wealth management plans tailored to their specific needs, goals and challenges. This involves detailed consideration of each client’s current assets and liabilities, cash flow requirements, personal goals and risk tolerance. Our goal is to recommend efficient and realistic ways to help our clients meet their needs and achieve their financial goals. I often work with families and individuals in the earlier stages of wealth creation, drawing on an in-depth knowledge of Morgan Stanley financial planning tools to help them tailor highly customized, long-term plans.
Securities Agent: AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, MA, MD, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, WY; General Securities Representative; Investment Advisor Representative
Having worked in wealth management for the past 38 years, I bring an experienced perspective to the service of our team’s clients. I take an active role in the design, implementation and maintenance of our clients’ portfolios, working to ensure that their investment strategies remain aligned with their live goals. My training as a Certified Investment Management Analyst® has helped in these efforts, enhancing my knowledge of modern portfolio theory, asset allocation, performance measurement and attribution, and investment manager due diligence. A long-time Napa resident, I am dedicated to giving back to my community, having served on many boards and staying actively involved with numerous non-profit organizations.
Securities Agent: AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, MA, MD, ME, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
Drawing on 15 years of diverse financial services industry expertise as a trader and relationship manager, I support the team’s Wealth Advisors in their efforts to deliver an outstanding client service experience. I focus on the smooth functioning of branch operations and work directly with clients to ensure requests are met promptly and efficiently. My extensive background in the investment industry helps to create an attentive service environment for Sonoma Wealth Management Group clients.
Having spent 14 years in the automotive business before joining Morgan Stanley in 2000, I bring a broad perspective to our clients’ wealth management needs. As our team’s Consulting Group Analyst, my primary responsibilities are investment research, portfolio modeling, and financial planning. I conduct due diligence on investment vehicles, and seek to blend and model investments to find optimal returns at specific risk levels. I am also responsible for assisting in the planning process, working to help our clients address their lifetime goals, needs, risk profiles, and desired legacies. I am proud to work alongside my wife, Rupa, and our son, Steven, and the rest of our team in delivering an outstanding wealth management experience to our clients.
With extensive training in client service and organizational skills honed over 10 years of diverse experience, I support our team’s Wealth Advisors in their efforts to deliver an outstanding service experience. I hold a Bachelor of Science in business administration and a Master’s of Business administration from San Francisco State University. Prior to joining the Sonoma Wealth Management Group, I worked as client service specialist at Charles Schwab, a licensed banker at JP Morgan Chase and a personal banker at Wells Fargo Bank.
I work to create an outstanding overall service experience for clients of the Sonoma Wealth Management Group, with a particular focus on the management of client scheduling and the preparation of reports for client meetings and calls. Prior to joining Morgan Stanley, I served as the director of customer service with a start-up company, an intern at Hayden Properties, and an intern at Morgan Stanley. In my free time, I work as an artist and freelance graphic designer. I hold a Bachelor of Science in finance with a minor in studio arts from Santa Clara University and a Masters of business administration from University of Portland.
Creating customized financial strategies for the challenges that today's families face.
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.
Working closely with you to guide your wealth and investments through the most challenging market cycles.
Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.
Working with you to understand your life goals and develop a truly personalized wealth strategy. Today and for the years to come.
Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Bringing you revealing stories about the world of business, finance, technology and beyond.
Providing clients access to sustainable investing products and strategies while also pioneering solutions to our global challenges.
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