How to Keep Summer Vacation Plans on Budget
Ahh! Summer vacation. Everyone looks forward to the day that school is out and vacation can begin. Now that most COVID-19 restrictions...
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.
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!
*The NorthBay Biz Gold Medal for 2022 is an award granted by NorthBay Biz Magazine (“NBM”), an independent third-party. NBM solicits its readers to annual submit nominations for several categories, most of which are not investment-related. Awards are based upon received nominations. JDH did not pay for inclusion in the award process, and NBM has not provided any data related to how many other wealth management firms were nominated. The Gold Medal award for 2022 represents second place. JDH does not know how many clients were solicited or actually nominated JDH. The Gold Medal for 2022 is not indicative of JDH’s future performance.
Matthew Delaney, Managing Partner of JDH Wealth, has written a book detailing how to plan for and protect your retirement.
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