Small & Focused
We intentionally serve just a few clients, so every relationship receives the personal care it deserves.
Fee-Only Retirement Planning in Santa Rosa You Can Trust
At Trusted Path Wealth Management, we help professionals and families in Santa Rosa, Sonoma County, and beyond plan 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:
When can I retire?
How do I create sustainable income?
Am I invested the right way?
The Questions We Help You Answer
Real questions from professionals and families planning retirement in Santa Rosa, Sonoma County and beyond:
When can I retire comfortably?
How do I create reliable income?
What's the best time to take Social Security?
Should I adjust my portfolio?
What if there's another market crash?
How do I make my money last?
How can I make my retirement plan more tax-efficient and avoid tax surprises?
Am I on track with my retirement savings?
What You Won’t Find Here
- No product pitches
- No pressure to “move fast”
- No “beat the market” talk
- No massive dashboards or complexity just for show
This is a simple, personal advisory relationship, focused on your needs, your goals, and your pace.
Financial guidance built around you: thoughtful, personal, and intentional for your specific needs.
Fee-Only, Always
No commissions. No products. Just honest, unbiased advice based on your best interests.
Confidence Through Clarity
Markets shift. Life evolves. We’ll build a flexible, thoughtful plan, so you can stay focused on what matters most with confidence and clarity.
Just Exploring? You’re Welcome Here.
If you’re not ready to reach out yet, that’s perfectly okay. Take your time. Here are two easy ways to learn more, whenever you’re ready.
You Might Be in the Right Place If...
- You’ve been handling things on your own, but want a little guidance moving forward
- You’ve worked with an advisor before and want something different
- You want to take action, but only with someone who feels safe
- You’re more concerned with peace of mind than performance charts
- You believe in thoughtful planning, but know that life and faith have their own plans
Simple, Transparent Pricing
Fiduciary. Fee-only. Just clear, honest service tailored to you.
When You’re Ready, Let’s Walk the Path Together.
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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