Wine Country Wealth

Wealth Manager

(707) 777-0360 stevan@winecountrywealth.com

Wine Country Wealth provides financial planning and investment advice for individuals and business owners who want clearer decisions, better coordination, and a long-term relationship built on trust. Based in Healdsburg and serving clients nationwide, we help bring planning, investment management, and professional collaboration into one organized strategy.

Who We Work With

We often work with business owners, entrepreneurs, professionals, and families who are balancing multiple financial priorities at once. Many are looking for more than investment management alone — they want thoughtful planning, tax-aware decisions, and a trusted advisor who can help connect the dots.

How We Help

Our work may include investment management, retirement planning, cash flow planning, tax-aware portfolio decisions, estate planning coordination, and guidance through major life or business transitions. We tailor advice to your goals and work alongside your CPA, attorney, and other professionals when needed.

Our Process

We begin with a discovery conversation to understand your goals, concerns, and current financial picture. From there, we identify priorities, build a practical strategy, and stay engaged through ongoing reviews and adjustments as life evolves.

Contact

If you are looking for a more organized and thoughtful approach to financial decision-making, we invite you to start a conversation. Wine Country Wealth is based in Healdsburg, California and serves clients nationwide. Call (707) 777-0360 or email stevan@winecountrywealth.com.