Sonoma Wealth Management Group - Morgan Stanley
Business details
- Category
- Financial Services · Financial consultant, Investment service
- Address
- 3562 Round Barn Cir 1st Fl, Santa Rosa, CA 95403
- Phone
- (707) 524-1000
- Website
- advisor.morganstanley.com
- County
- Sonoma County
About
Looking for financial planning and investment guidance in Santa Rosa? Sonoma Wealth Management Group - Morgan Stanley offers personal wealth management for individuals and families.
Our team works with clients to build investment strategies around their goals, whether that means saving for retirement, growing a portfolio, or planning for the next generation. We serve households across Santa Rosa and Sonoma County, bringing a practical, long-term view to every relationship.
Our advisors focus on understanding each client's full financial picture before recommending any next steps.
Learn more and get in touch through our website.
Our team works with clients to build investment strategies around their goals, whether that means saving for retirement, growing a portfolio, or planning for the next generation. We serve households across Santa Rosa and Sonoma County, bringing a practical, long-term view to every relationship.
Our advisors focus on understanding each client's full financial picture before recommending any next steps.
Learn more and get in touch through our website.