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JDH Wealth

Protecting our clients from the chaos.

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22 Years Strong.

JDH Wealth was founded with one purpose in mind:

To take away the financial stress in your life so you can focus on what you love doing.

Click below to speak with one of our advisors.

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.

Explore Our Services


Tax & Estate


401(k) Plans

Charitable Giving

Business Planning

No Non-Cents Blog

JDH Wins Northbay Biz "Best Of" for 2021

JDH is proud to announce that we have been voted “Best Of 2021” in the North Bay Annual Readers Poll!

Thank you for your vote of confidence and we will continue to excel for you into the future! Here is a quote from the article in North Bay Biz’s Annual Readers’ Poll Award Guide.*

Strategic Partners


Your Retirement Bodyguard

Matthew Delaney, Managing Partner of JDH Wealth, has been working on writing a book for the past three years.


The book is entitled, “Your Retirement Bodyguard” and is set to be published next month.


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


Thanks for reach out.  We will be in touch soon!