Our Values


Our clients entrust us to guide them in the achievement of their most important life goals. In this process, we become stewards of their capital, a responsibility that we take very seriously.

By being objective, trusted advisors, we enable our clients to deal successfully with all aspects of their financial life and make better, more informed decisions.

We work hard at keeping that trust with open communications and transparency in our client relationships.



In addition to our prior corporate careers, we have advised clients and managed their personal financial affairs for over thirty years, twenty-five of which have been spent in Sonoma County.

Our in-depth experience extends to all of the comprehensive services, which we offer.  In the process, we are always happy to work with other professionals like CPA's, attorneys, insurance specialists, etc. if that is in the client's best interest.



As we have been living and working in Sonoma County for over twenty-five years, we are connected to our community, its down-to-earth, viticultural heritage and our family of clients.  We have always been active supporters of local charities, service and educational organizations.



“To Live a Rich Life, Invest in Memories.”