At Trusted Path Wealth Management, we help professionals and families in Santa Rosa, Sonoma County, and beyond with retirement planning and tax-efficient investing so they can achieve long-term financial clarity.
As a fee-only fiduciary advisor, we provide clear advice, smart strategies, and education aligned with your goals, helping you plan with confidence and peace of mind.
Most clients come to us wondering:
Real questions from professionals and families planning retirement in Santa Rosa, Sonoma County and beyond:
A traditional approach starts with a template and fits you into it. We start with you. Here are a few ways our approach differs — and why it may matter for you.
One of the most powerful things we do is help you keep more of what you earn. Tax efficiency isn't a footnote — it's built into how we construct your portfolio from day one.
Why this matters —>We don't start with a pre-packaged allocation and fit you into it. We build from the ground up, informed by your goals, risk tolerance, tax situation, and how your assets are distributed across accounts.
Why this matters —>When it makes sense, we use individual bonds instead of funds — so income timing is more defined and you're not affected by other investors' redemption decisions.
Why this matters —>The bucket strategy sounds reassuring, but in a long downturn, where does the money actually come from to refill them? We approach portfolio structure differently — grounded in your actual spending needs, rather than a framework that assumes markets cooperate on schedule.
Why this matters —>We intentionally serve just a few clients, so every relationship receives the personal care it deserves.
No commissions. No products. Just honest, unbiased advice based on your best interests.
Markets shift. Life evolves. We’ll build a flexible, thoughtful plan, so you can stay focused on what matters most with confidence and clarity.
Fiduciary. Fee-only. Just clear, honest service tailored to you.
Whether we work together now or in the future, my goal is the same: to help you feel more confident and at peace with your financial life.
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