Values-Aligned Wealth Management – Sebastopol, CA

Celebrating 30 years helping families stay steady in noisy markets. As a fee-only fiduciary RIA, I anchor your decisions to your core values—no commissions, no conflicts. Since 1996, I’ve guided clients through volatility with clear, ethical strategies.

My Guiding Principles

• Anchor to your values — Preserve capital, pursue realistic growth, align investments with what matters: ESG, socially responsible, or just skipping companies you don’t support.

• Define your strategy — Set risk, time horizon, diversification, and impact criteria—no hot tips, no emotion.

• Filter the noise — Use your philosophy to cut through headlines, focus on deliberate, patient progress.

Why Choose Phase Change Wealth?

• Fiduciary first: Your interests only

• Assets safe at Interactive Brokers: transparent, low-cost, real-time access

• Personalized from Sebastopol—Worldwide via secure tools

• David Meucci, CFP® — 30 years, values-driven since day one

Ready for clarity? Book a free, no-pressure chat—let’s map your next phase change.