As our county continues to grow, more and more wealth is being developed. As your wealth grows it’s more important to work with a professional Sonoma County financial advisor. Your financial goals are important to your retirement and way of life. A financial advisor can work with you to develop a strategy that will allow your investments to grow and more importantly advise you on how to make your money last for the lifestyle you wish to have.
Working with a Sonoma County financial advisor will allow you to see what your retirement could be
Reasons to work with a local financial advisor
Get Personal. As a local financial advisor in Petaluma, Sonoma County, we can meet face to face. You can get to know me and I can get to know you. It’s important for me to get to know you and your lifestyle. With this information we can develop a strategy and correct asset allocation that best fits your way of life. We stand by the fiduciary duty and never sell products nor are we incentivized like the traditional cookie cutter firms located in town and nationwide.
Professional Guidance. As a professional, it’s my duty to advise you and invest your money that is in line with your values and goals. I’m able to take the emotion out of investing and advise based on trends, experience and what’s best for you. And again, we stand by the fiduciary duty and always put our clients’ interest first. There are no reasons for us to sell specific funds as we are not compensated to do so. These are called “proprietary” funds and are often used by the big box brokers.
Transparency. You can expect to have a professional report and outlook on your investments. When managing your investments, you need to understand what you’re investing in, when and where to move money and how you’re doing in the market. We provide all of this via quarterly reports along with having our custodian, Charles Schwab providing monthly statements and online access to your accounts.
What makes Sustainvest different? We’re a fee only asset management firm based in Sonoma County. While we have clients nationwide, the advantage of being a local Sonoma County Financial Advisor is the ability to meet together in my Petaluma office. You’ll get to know me, my company, my vision and more importantly how I will protect your investment portfolio…in a sustainable and responsible way. Our minimum for hiring us as your advisor is $100,000.
For those that prefer online investing (with just a $5,000 minimum investment), we have also developed a personalized robo investing platform Sustainfolio.
When you’re looking for a Sonoma County financial advisor, give me a call for a free consultation on how to best manage your investments.