Trusted Path Wealth Management, LLC
Business details
- Category
- Financial Services · Financial planner
- Address
- 3721 Hoen Ave, Santa Rosa, CA 95405
- Phone
- (707) 264-1235
- Website
- trustedpathwealth.com
- County
- Sonoma County
About
Trusted Path Wealth Management, LLC offers personal financial planning and wealth management to clients in Santa Rosa and across Sonoma County. We help individuals and families build a clear, practical plan for their money, from everyday budgeting and saving to investing and long-term goals.
Our approach starts with understanding where you are today and where you want to go, so every recommendation fits your situation. We work alongside you to make complex financial decisions easier to understand and to keep your plan on track as life changes.
Clients across the North Bay trust us to bring a steady, thoughtful perspective to their finances.
Book a free introductory call through Calendly to see how we can help you move forward.
Our approach starts with understanding where you are today and where you want to go, so every recommendation fits your situation. We work alongside you to make complex financial decisions easier to understand and to keep your plan on track as life changes.
Clients across the North Bay trust us to bring a steady, thoughtful perspective to their finances.
Book a free introductory call through Calendly to see how we can help you move forward.