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.
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 is proud to announce that we took home the 2022 Gold Medal award for Wealth Management 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.*
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
