Get Ahead in the New Year Part 1: Passive Income
Wondering how to get ahead this year? You may have set some financial goals, like building an emergency fund or chipping away at consumer...
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JDH Wealth
Protecting our clients from the chaos.
Meet the Advisors
We are a fee-based Registered Investment Advisory firm located in Santa Rosa, California and we offer a wide variety of services to help you with your personal and business needs. Our annual minimum fee is $12,500 or $1,000,000 of investable assets. We would love to have a conversation with you to see if we would be a good fit for each other.
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JDH Wins Northbay Biz Gold Medal for 2022
JDH is proud to announce that we took home the 2022 Gold Medal award* for Wealth Management in the North Bay Biz's Annual Readers Poll!
Thank you for your vote of confidence and we will continue to excel for you into the future!
*JDH Wealth does not pay or receive any payment in connection for winning this award.
Strategic Partners
Your Retirement Bodyguard
Matthew Delaney, Managing Partner of JDH Wealth, has written a book detailing how to plan for and protect your retirement.
Contact Us
For any inquiries, please reach out via phone, email, or through the contact form provided and we will be in touch shortly. Thanks!
Phone: (707) 542-1110
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