Who We Serve

Wine Country Wealth Management, LLC, is an independent, fee-only financial advisory firm serving successful individuals, families (traditional and non-traditional) and businesses in California and beyond. We can help you achieve abundance, as you define it, through financial planning and investing. Working together, our goal is to align your finances to serve your life's goals and aspirations.

We may be a good fit for you if any one or more of the following characteristics describes you:

Delegator:

• You view investing as a necessary task rather than entertainment or a hobby
• You are extremely busy and seek a trusted partner to simplify your financial life and save your valuable time

Family Steward (male or female):

• You have a high degree of concern for ensuring the well being of your family and loved ones (and you are a breadwinner or the family "CFO" and manager of finances and other activities)
• You are concerned about being able to fund competing goals such as college education and retirement and wish to avoid having to make harsh tradeoffs between them
• You are part of the "sandwich generation" responsible for the care and/or financing of both your parents AND your children, and want to avoid sacrificing your own retirement and elder health care needs in the process
• You wish to leave a legacy for the people you love and the causes you care about

Independent Thinker (Seeking the Balance between Time and Money):

• You seek the personal freedom money makes possible (and wish to make sure you are on track to fund the lifestyle you desire both before and during retirement)
• You would appreciate collaborating with a financial advisor as "co-pilots" of your financial affairs 

Retiree:

• You are retired and concerned about whether you will outlive your assets (especially in light of the current recession and the uncertainties around social security, medicare and healthcare expenses not covered by medicare or private insurance)

Business Owner or Manager:

• You are a business owner and need an "exit strategy" that will fund your retirement
• You are a manager concerned that your company's retirement plan may be inadequate (poor investment choices, hidden fees, lack of employee education) and would like a second opinion

All of You:

• You usually live within your means and save (even if you have experienced some temporary setbacks in light of the recession)
• You would like to be better informed on personal finance and investing topics and to feel more confident and empowered about the financial decisions you make
• You are motivated to improve your financial future and you will commit some time and attention to working with your financial advisor and providing the necessary information to assess your current financial situation and goals 

In order to ensure that our clients are a good fit for our services and that they receive our prompt and personal attention, we limit the number of clients we accept.   Similarly, our complimentary get acquainted meeting enables you to get to know us better before deciding whether to work with us.