Using Estate Planning to Pass on Your House to Your Children
Having a home is nothing less than a blessing, but when it's time to downsize or do estate planning, individuals often rush into gifting...
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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.
Explore Our Services
JDH Wins Northbay Biz "Best Of" 2023
JDH is proud to announce that we took home the 2023 "Best Of" Wealth Management award* 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 "Best Of" 2023 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 "Best Of" award for 2023 represents first place. JDH does not know how many clients were solicited or actually nominated JDH. The "Best Of" Wealth Management Firm for 2023 is not indicative of JDH’s future performance.
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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