670 WEST NAPA STREET SUITE C SONOMA, CA 95476 Get Directions
670 WEST NAPA STREET SUITE C SONOMA, CA 95476 Get Directions
We provide sophisticated wealth management, investment, and tax planning services, specifically for women of California’s North Bay, to help optimize their wealth. Our The Joy of Retirement Process® is focused on achieving financial independence and happiness through guiding you toward reaching your goals, budget coaching, organizing your financial life, and maximizing your wealth.
© Dun & Bradstreet, Inc. 2025. All rights reserved.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.