My Services:
Tailored Wealth Management for California Clients and Beyond
As a California-registered fiduciary RIA, I put you first—no commissions, no conflicts. Since 1996, I’ve helped Sonoma County families (Sebastopol, Santa Rosa, Healdsburg) and beyond align money with values: ESG, socially responsible investing or just skipping companies you don’t back. Your control, your beliefs. Let’s talk—no pressure.
Personalized Portfolio Management
Low-cost ETFs, stocks, bonds, tax-loss harvesting
Screen for clean energy, fair labor—your values first
Quarterly reviews, no surprises
Retirement & Legacy Planning
Maximize Social Security, Roths, Rollovers
Stress-test for crashes or health surprises
Fund causes you love, avoid what you don’t and I can work with your accountant and attorney
Tax-Efficient Investing
Charitable moves, tax-free municipals for California taxes
Prep for 2026 changes
Impact bonds: returns that do good
Fiduciary Advice You Can Trust
See ADV, fees, reports anytime
Honest, independent—30 years in business
Assets safe with Interactive Brokers: transparent, low-cost, real-time access
Book a free consult—align your money with what matters
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