Business Details
Your Trusted Partner for Financial Advisory Services in Santa Rosa
JDH Wealth was founded with a clear mission: to alleviate financial stress and empower clients to focus on what matters most to them. With 25 years of experience, we have established ourselves as a trusted fee-based Registered Investment Advisory firm serving clients in Santa Rosa, California, and beyond. Our team specializes in crafting personalized financial strategies tailored to both individual and business needs, ensuring comprehensive solutions that align with each client's unique goals. We operate with a minimum annual fee of $12,500 or $1,000,000 in investable assets, prioritizing transparency and alignment of interests.Our approach begins with active listening, followed by the development of actionable roadmaps that address retirement planning, tax optimization, insurance, charitable giving, and business strategies. Recognized as the 2025 'Best Of' Wealth Management firm by North Bay Biz Magazine, we remain committed to excellence while maintaining a strong sense of community involvement through local partnerships and volunteer efforts.
Services
Retirement Planning
Tax & Estate Strategies
Insurance
401(k) Plans
Charitable Giving
Business Planning
Highlights and features
- We offer 25 years of specialized expertise in personalized financial planning.
- Our fee-based structure ensures alignment with client interests and transparency.
- We provide comprehensive strategies covering retirement, tax, and estate planning.
- Our local knowledge strengthens our ability to serve Sonoma County communities.
- We maintain a client-centric approach with actionable, customized roadmaps.
What people say
Award-winning service
Personalized financial strategies
Strong community involvement
Services
Retirement Planning
Our retirement planning service helps clients transition from uncertainty to confidence by creating personalized financial roadmaps. We analyze income sources, tax implications, insurance needs, and estate considerations to ensure financial security aligns with lifestyle goals. With expertise in investment management and risk mitigation, we empower clients to make informed decisions about their post-career lives.
Tax & Estate Strategies
We optimize tax efficiency through strategic asset allocation, tax-loss harvesting, and estate planning techniques. Our advisors help clients minimize tax liabilities while maximizing wealth transfer to heirs or charitable causes. By integrating gifting strategies and retirement account management, we ensure compliance with evolving tax regulations while protecting long-term financial legacies.
401(k) Plans
We simplify employer-sponsored retirement plans by evaluating existing structures or establishing new 401(k) solutions. Our team ensures competitive fee structures, employee education, and compliance with regulatory requirements. By providing ongoing plan reviews and investment guidance, we help business owners enhance employee benefits while achieving organizational financial objectives.
Charitable Giving
We help clients create meaningful charitable legacies through donor-advised funds, foundation establishment, and strategic gifting. Our approach balances personal values with tax advantages, ensuring donations align with both community impact goals and financial optimization. We provide guidance on asset selection and timing to maximize charitable contributions' effectiveness.
Insurance
Our insurance solutions assess life, disability, and long-term care needs to protect clients' financial security. We evaluate existing policies, identify coverage gaps, and recommend tailored solutions that balance protection costs with risk mitigation. By focusing on permanent or temporary policy structures, we ensure clients' loved ones remain financially secure during unexpected life events.
People
Matthew Delaney
Wealth Advisor & Managing Partner
Matthew Delaney founded JDH Wealth in 2005 after 15 years at Smith Barney. He specializes in personalized financial planning and has authored 'Your Retirement Bodyguard.' A Santa Rosa resident, he actively supports local community initiatives.
Ben Turner
Associate Wealth Advisor
Ben Turner brings entrepreneurial experience to wealth management, focusing on mission-driven financial solutions. A Santa Rosa native, he holds degrees from William Jessup University and specializes in helping clients achieve financial freedom through strategic planning.
Shannon Carlton
Head of Office Operations
Shannon Carlton manages client operations with a focus on personalized service. With a background in landscape design and community restoration projects, she brings a client-centered approach to financial administration and office management.
Greyson Gibson
Operations Specialist
Greyson Gibson supports JDH Wealth's operations with expertise in administration and client service. A graduate of Santa Rosa Junior College, he combines attention to detail with a passion for community engagement through his role at the firm.
Molly
Chief Security Officer
Molly, a miniature Australian Shepherd, serves as JDH Wealth's official greeter and emotional support specialist. While not a human team member, she contributes to the office's welcoming atmosphere and stress-reducing environment.
Questions
What services does JDH Wealth offer?
We provide retirement planning, tax and estate strategies, insurance, 401(k) plans, charitable giving, and business financial planning tailored to individual needs.
What are JDH Wealth's fee structures?
Our services require a $12,500 annual minimum fee or $1,000,000 in investable assets, ensuring dedicated, high-quality financial guidance.
How does JDH Wealth approach retirement planning?
We create customized roadmaps by understanding client goals, then align financial resources with personal visions for retirement freedom.
Does JDH Wealth serve local communities?
Yes, as Sonoma County locals, we actively support the Redwood Empire Food Bank and participate in civic organizations and volunteer efforts.
