Financial Advisor in Sonoma, CA.
Sonoma and Sonoma Valley households partner with FFG for fiduciary investing and coordinated tax and estate planning, supported from our nearby San Rafael office.
Fiduciary wealth management & integrated tax planning.
Many Sonoma clients are retired or approaching it, often with a business or property in the mix. We build tax-efficient income plans and keep estate and legacy plans current.
As a fee-only fiduciary, FFG earns no commissions and is obligated to put your interests first, pairing evidence-based investment management with CPA-led tax planning, estate planning, and financial planning in one coordinated relationship.
- Retirement income and drawdown strategy
- Roth conversions and tax-bracket management
- Trust, will, and legacy coordination
- Sonoma
- Napa
- Petaluma
- Glen Ellen
- San Rafael
One team for investments, taxes & your whole plan.
Investment Management
Maximize the probability of achieving all that is important to you through evidence-based investing tailored to your unique goals, never cookie-cutter, always custom.
Learn moreTax Planning & Preparation
A tax-focused wealth management approach to help you keep more of what you’ve earned.
Learn moreLegacy & Estate Planning
Create a life of significance for you, the people you love, and the causes you care about.
Learn moreFinancial Planning
Effective cash flow planning and financial optimization help you make the most of your money. Our planning process includes ongoing stress testing and scenario analysis to keep your strategy aligned, even as life changes.
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