Sonoma Wealth Advisors - Sonoma, California

Daniel Edwards

My wife and I have been clients for years with Sonoma Wealth Advisors. We feel that Chris, Daren and Rose are the best of the best and always respond quickly and professionally. One area that shines is their ability to stay well informed on the markets and adjust our portfolio accordingly. We have sought information and analysis regarding our investments and through their personalized approach and state of the art computer system. We are able to visually see the growth of each of our investments, as well as, our entire portfolio's value by using the Sonoma Wealth portal. We have experienced that they are working hard for what is best for our entire family. We have two daughters and Chris, Daren and Rose have always put their futures as of utmost importance. Working with financial professionals who are family based is a blessing in our lives!

Thank you Sonoma Wealth Advisors,

Daniel and Katherine Edwards

Annie Jensen

Daren and his team consistently exceed expectations! They provide me with peace of mind, ensuring all my financial needs are expertly managed. Thanks to their guidance, my finances have reached new heights, and they keep me informed and up-to-date in the ever-evolving market. Their staff is always warm, inviting, and makes me feel right at home.

John Hasdovic

Sonoma Wealth Advisors have been awesome to work with! They have been very attentive to my family's financial goals and have worked closely with us to ensure our savings and retirement will be fruitful. They are kind, patient, and friendly - and ALWAYS happy to answer ALL the questions you have, so don't feel bashful... ask! Put them to work! They're great people who are happy to do great work for you!

Suzanne Hoyt

We chose Sonoma Wealth Advisors after having interviewed 3 other fiduciary companies. We liked that they listened as we explained our needs. Chris and Darin were both very knowledgeable and were willing to answer our many questions. We have been with them for many years and are pleased with the outcome. We know we made the right choice

Virginia Sullivan

We highly recommend the team at Sonoma Wealth Advisors. They were excellent at managing our portfolio through the years approaching retirement. In addition they provided great recommendations on how to maximize our other resources such as real estate. We greatly appreciate them!

Janey Mulas

I have been using their financial services for years. Prior experiences at other firms were not favorable. We have been very pleased with the way they have managed our portfolio. Very trustworthy and very knowledgeable. Can call them at any time and get immediate response. Very easy to work with their staff. Highly recommend

Jon Rio

Been working with SWA for a few years now and find their services and professional experience absolutely essential to my family's investment needs. Chris makes himself available for all my financial/investment queries and his approach to handling my requests, concerns, or interests has always proven to be of absolute value to me. I wholeheartedly recommend them if you are in the market for such a service.

George Bereschik

Couldn't be better. Sonoma Wealth Advisors. I've been with them for years. Daren, Chris, and Rose are the best. Helpful. Friendly. Fun. Like they are friends, not just business people. Take the time to explain things so even a non-financial person like myself understands. And the investments are good. Even during down times. Thank you for all you do!