JDH Wealth Management

Business details

Category
Financial Services · Financial planner
Address
181 Concourse Blvd Ste a, Santa Rosa, CA 95403
Phone
(707) 542-1110
Website
jdhwealth.com
County
Sonoma County

Hours

  • Monday: 8 AM–4:30 PM
  • Tuesday: 8 AM–4:30 PM
  • Wednesday: 8 AM–4:30 PM
  • Thursday: 8 AM–4:30 PM
  • Friday: 8 AM–4:30 PM
  • Saturday: Closed
  • Sunday: Closed

About

For financial planning in Santa Rosa, JDH Wealth Management is here to help. We provide personal financial planning to individuals and families across Santa Rosa and Sonoma County.

Our work centers on building a clear plan for your goals, from everyday budgeting to long-term investment strategy. We take the time to understand your situation before recommending any next steps.

Our approach is straightforward, so you always know where your money stands and why.

Visit our website at jdhwealth.com to learn more about how we can support your financial goals.