Does Your Business Need a Buy-Sell Agreement?
People put together a will so that there is a plan in place for the future after they pass on. But what about businesses? What happens...
JDH Wealth
Protecting our clients from the chaos.
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.
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Explore Our Services
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 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 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