North Bay Wealth Management
Business details
- Category
- Financial Services · Financial institution, Financial consultant, Financial planner, Investment service
- Address
- 140 2nd St #310, Petaluma, CA 94952
- Phone
- (707) 971-7069
- Website
- northbaywealth.com
- County
- Sonoma County
Hours
- Monday: 8 AM–4 PM
- Tuesday: 8 AM–4 PM
- Wednesday: 8 AM–4 PM
- Thursday: 8 AM–4 PM
- Friday: 8 AM–4 PM
- Saturday: Closed
- Sunday: Closed
About
Whether you're planning for retirement or looking to grow the savings you already have, North Bay Wealth Management offers financial planning and investment guidance tailored to you. We are a financial planning and investment firm based in Petaluma, serving individuals and families across Sonoma County and the wider North Bay.
Our work centers on building clear, personal strategies that connect your goals with the investments and planning decisions that support them. We take the time to listen, explain each recommendation in plain language, and make sure you understand the reasoning behind every step.
Whatever stage of life you're in, we aim to bring steady, thoughtful guidance to help you move forward with confidence.
To learn more or get started, visit our website or give us a call.
Our work centers on building clear, personal strategies that connect your goals with the investments and planning decisions that support them. We take the time to listen, explain each recommendation in plain language, and make sure you understand the reasoning behind every step.
Whatever stage of life you're in, we aim to bring steady, thoughtful guidance to help you move forward with confidence.
To learn more or get started, visit our website or give us a call.