Vineyard rows on rolling hills in Healdsburg wine country at golden hour
Healdsburg, California · Serving clients nationwide

Wealth is about
what matters most.

A holistic, fiduciary wealth management practice rooted in Wine Country — helping individuals, families, and business owners build, protect, and pass on a life well lived.

Start a Discovery Conversation Our Approach
Independent & Fiduciary Advice given in your best interest, always — with conflicts disclosed.
Holistic, Not Just Investments Planning, taxes, insurance, estate, and legacy — coordinated as one plan.
Rooted in Wine Country Based in Healdsburg, with operational offices in CA, TX, and FL.
Multigenerational Legacy Transferring wealth — and values — thoughtfully across generations.
An old grapevine with deep roots, symbolizing growth and legacy
Our Philosophy

Money is the tool. A meaningful life is the goal.

We believe true wealth is measured in family gathered around a table, in the freedom to pursue what you love, and in the legacy you leave behind.

Most of life's biggest financial decisions aren't really about money at all — they're about people, purpose, and time. Our work begins with what matters most to you, and builds an integrated strategy around it. Everything works together. Nothing gets siloed.

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How We Help

A complete picture, coordinated with care

From the first plan to the final legacy, we bring every part of your financial life into one cohesive strategy.

Comprehensive Planning

A living strategy built around your goals — income, investments, taxes, insurance, and beyond. Not a binder on a shelf.

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Investment Management

Personalized, tax-aware portfolios — including direct indexing for eligible clients. No product shelf, no model to push.

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Estate & Legacy Planning

Transfer wealth efficiently and create a legacy that reflects your values — across generations and causes you love.

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Tax Planning & Optimization

Proactive, year-round tax strategy — tax-loss harvesting, Roth conversions, and coordination with your CPA.

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Retirement Planning

Social Security timing, sustainable income, and a plan for the life you actually want to live.

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Risk & Charitable Planning

Protect what matters and give with purpose — insurance review, donor-advised funds, and philanthropic strategy.

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How We Work Together

A relationship, not a transaction

01

Discover

We start with a conversation about your life, your goals, and what success truly means to you.

02

Organize

We bring your full picture together — accounts, policies, and priorities — so nothing lives in different places.

03

Plan

We build a clear, coordinated strategy and present it with plain-spoken recommendations you can act on.

04

Steward

We meet regularly, adjust as life evolves, and coordinate with your CPA and attorney along the way.

A Two-Way Relationship

What you can expect from us

  • Fiduciary advice, always in your best interest
  • Ongoing reviews as your life evolves
  • Tax-aware planning throughout the year
  • Clear, jargon-free recommendations
  • Coordination with your CPA and attorney
 

What we ask of you

  • Open, honest communication
  • Willingness to collaborate as a partner
  • A commitment to follow through
Clients and advisors gathered around a harvest table in Wine Country
The Practice

A relationship-first practice, rooted in this community

Wine Country Wealth pairs the warmth and attention of a local practice with the depth of an institutional partner — putting your relationship, and your goals, at the center of everything we do.

We work with individuals, families, and business owners who want clearer financial decisions, coordinated advice, and a more organized view of their overall financial life — whether they live in Wine Country or anywhere in the U.S.

About Us
In Their Words

What clients say

“
We were saying just yesterday how lucky we are to have you working with us. We appreciate it.
— Wine Country Wealth client
“
So much of it is you and your company, the programs, and working with you. I can't express enough gratitude.
— Wine Country Wealth client
“
I'm really glad I came in when I did. I kind of wish I'd come in sooner — but it worked out, and I'm lucky.
— Wine Country Wealth client

These testimonials were provided by current clients who were not compensated, and no material conflicts of interest exist. Testimonials may not be representative of the experience of all clients and are not a guarantee of future performance or success. Individual experiences vary.

A vineyard estate glowing at dusk in Healdsburg
Let's Begin

Simplify your financial life.

Start with a relaxed, no-pressure conversation about where you are and where you'd like to go.

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