Empower Your Future.

Personalized planning. Trusted advice. Lifelong partnership with clients across the country.

Just as seasons shift, each stage of life brings fresh opportunities for growth, gratitude, and renewal.

We help you nurture both your wealth and your well-being so you can savor life’s meaningful moments in Wine Country and wherever you call home.

What clients say

“You’re being a very successful financial professor. We appreciate it. We were talking about that yesterday—how we were able to guide ourselves through this process of figuring what to do and what to get rid of. We got to an answer because you made it sound sensible to me; the way you explained it clicked.” – Current client, January 28, 2026

“A lot of it, if not most of it, is all you and your company with the programs and working with your partners. Your partners and everything like that. So I really appreciate that.” – Current client, December 10, 2025

“I’m really glad I came in when I did. I kind of wish I came in sooner, but it worked out and I’m learning a lot.” – Current client, December 10, 2025

testimonials were provided by current clients and were not compensated, nor are there material conflicts of interest that would affect the given statement. The statement may not be representative of the experience of all clients and does not provide a guarantee of future performance success or similar services. The client testimonials presented were chosen by the firm, people have different experiences.

your dreams and goals are unique.

Aligning assets, priorities, and actions over time leads to success.
We provide clarity, care, and confidence each step of the way. 

How we work with clients

Based in Healdsburg with operational offices in California, Texas, and Florida, we work with clients nationwide by phone and video and regularly travel to meet in person and share in the abundance of their success and community.

What you can expect

Fiduciary advice that always puts your interests first.

Attention to understand your goals, needs, and concerns.

Honest, straightforward advice explaining strategies and their implications.

Regular conversations to review your strategy and adjust as life changes—by phone, video, or in person.

What we ask

Open communication about changes in your life, goals, or finances.

Honest feedback and collaboration as we strategize together.

A commitment to making your financial well-being a shared priority.

Stevan&#160;Dority<br/>- lead advisor

Stevan Dority
- lead advisor

Your trusted guide through every financial season

Our <br/>Resources

Our
Resources

A team of planners, tools, and institutional partners to support your journey and strengthen your financial roots—whether you live in Wine Country or anywhere in the U.S.

Your <br/>Inner Circle

Your
Inner Circle

Collaboration with your family and your other professionals—such as your CPA and attorney—to coordinate the big decisions in one cohesive plan.

Plant the seeds of your future

It is easy for things to become scattered with no clear picture of how it all fits together.
Wine Country Wealth gives you a simple picture of your entire financial life so we can make better decisions together.

Organize all your accounts and policies in one place

Highlight gaps, overlaps, and missed opportunities

Create a shared picture for you and your family

Simplify complex decisions into clear steps

Simplify your financial life…

Start a Discovery conversation to see whether We're a good fit.