About WCWM

Wine Country Wealth Management, LLC is a financial planning and investment advisory firm founded in Sonoma, California. We provide financially successful individuals, families and businesses with prudent, unbiased financial advice free of sales commissions in an industry ridden with salespersons  and product pushers. Because our founder, Alice King, was an attorney in a previous career, we capitalized on our "outsider's" perspective and critical thinking skills to scrutinize the financial services industry before establishing our firm. We conducted extensive research concerning the business practices of numerous financial advisors in the San Francisco Bay Area and beyond which enabled us to incorporate the "best practices" into our firm while avoiding the most glaring problems within the financial services industry:

• the lack of transparency around fees in most of the industry especially from insurance and stock brokers;
• the failure of most advisors to provide comprehensive financial advice customized to client needs;
• the lack of consistent laws and regulations about advisor qualifications and standards of conduct, leading to the public's confusion when selecting a financial advisor;
• and worst of all, the failure of most advisors to put clients' interests first by meeting the highest legal standard as a "fiduciary".

At Wine Country Wealth Management, LLC, our mission is to ALWAYS put our clients' interests first and to continually strive to improve the quality of our advice as well as our clients' experience in working with us.

We invite you to learn more about how we can guide you to accomplish your financial goals and further your life's aspirations.