JDH Wealth Management

At JDH Wealth, we are dedicated to providing comprehensive financial services tailored to meet the unique needs of our clients. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals. With a focus on retirement planning, tax and estate management, insurance solutions, charitable giving strategies, and business planning, we offer a wide range of services designed to protect and grow your wealth.

Our mission is to take away the financial stress in your life, allowing you to focus on what you love doing. We believe that by understanding your goals and values, we can create a personalized financial plan that aligns with your aspirations. Whether you're planning for retirement, managing your estate, or looking to grow your business, we are here to guide you every step of the way.

Our Services

We offer a variety of services to cater to different aspects of your financial life. Our retirement planning services help you prepare for the future, while our tax and estate management services ensure that your assets are protected and optimized. We also provide insurance solutions to safeguard your financial security. Additionally, we assist with charitable giving strategies and business planning to help you achieve your goals.

Meet Our Team

Our team is comprised of experienced professionals who are passionate about helping clients achieve their financial objectives. Matthew Delaney, our Managing Partner, is dedicated to working with individuals and families to create personalized financial plans. Ben Turner, our Associate Wealth Advisor, brings a unique perspective and skill set to the table, ensuring that every client receives the best possible service.

Community Involvement

At JDH Wealth, we believe in giving back to our community. We are committed to supporting local initiatives and organizations that align with our values. Our involvement in charitable giving and community events is a testament to our dedication to making a positive impact in the lives of those around us.

Awards and Recognition

We are proud to have received the "Best Of" Wealth Management award in the North Bay Biz's Annual Readers Poll for 2023. This recognition is a testament to our hard work and commitment to excellence in the financial services industry.