Investment Management
With consideration of your existing and expected assets, liabilities, and cash flows, we develop effective investment policies. We thoughtfully manage your portfolios with a disciplined approach.
Iterative Financial Planning
We take a comprehensive view, addressing everything from your current compensation to retirement and estate structures. We recognize that most financial planning is quickly outdated and we take a dynamic and iterative approach.
Strategic Retirement Planning
We are well versed in tax-effective structures that we recommend, implement and manage. As a firm we also act as consultants to company retirement defined contribution and benefit plans.
Tax Optimization Strategies
Our extensive tax understanding allows us to work proactively with your tax professionals to accomplish tax liability management. We also understand the risks associated with certain tax strategies that are heavily marketed to high-net worth clients. We evaluate appropriately as stewards of our client assets.
Legacy & Estate Planning
We work with top estate professionals to implement effective risk management and wealth transfer methods. With significant legacy portfolios, we start working with inheritors early on to empower & educate them on their increasing responsibilities. When we are engaged as trustees, we ensure your intentions are followed.
A Partnership Rooted in Trust and Excellence
With Sonoma West Advisors, you’re gaining a dedicated partner who works tirelessly on your behalf to immediately solve problems and accomplish goals. Our focus is to deliver better investment and financial management outcomes. With decades of service, we know that our standards clearly differentiates us from our competitors.