"The relaxing ambiance of the wine country is the perfect setting for providing our services . . . we offer clients the sophistication of a big-city firm without sacrificing the personal touch".
Sonoma, CA (PRWEB) May 11, 2010
Wine Country Wealth Management, LLC, a Registered Investment Adviser firm, recently established its offices at 809 Broadway in Sonoma, California. The wine country location will enable the firm to better serve its upscale clientele, whether they reside or vacation in the area.
“Wine Country Wealth Management, LLC’s financial advice affords our clients peace of mind and reduces their stress about money. The relaxing ambiance of the wine country is the perfect setting for providing our services,” says Alice King, founder and CEO of Wine Country Wealth Management, LLC. “Using the latest technology for financial planning, portfolio design and asset management, we offer clients the sophistication of a big-city firm without sacrificing the personal touch.”
Ms. King is a former attorney with more than 14 years’ experience advising business owners and executives on their business and financial affairs. Ms. King is a Registered Investment Adviser Representative and is a Candidate for CFP® (Certified Financial Planner) Certification. She obtained her Juris Doctor Degree from Columbia Law School and a B. A. in Political Science from Louisiana State University.
Wine Country Wealth Management, LLC serves high-net-worth individuals, couples and families in Northern California. The firm offers comprehensive financial planning and wealth management services. The firm’s services are provided on a “fee only” basis. This means that no products are sold nor commissions charged so as to avoid conflicts of interests and ensure unbiased advice.
At Wine Country Wealth Management, LLC, clients will find a selection of customized, comprehensive and continuous financial services. All services are tailored to achieving the client’s goals, and the firm will work on all areas of the client’s financial life. The firm continually monitors clients’ finances and offers updated advice as circumstances change. Both the firm’s investment approach and how fees are charged are clearly explained up-front. The result is a tailored, transparent and timely approach to financial planning and investing, all conducted by a credentialed, objective and experienced professional.
The services offered by Wine Country Wealth Management, LLC include estate planning, retirement planning, small business planning, saving for college expenses, tax planning, and 401(k) and IRA planning. The firm also offers various investment services, including portfolio construction, tune-up and ongoing management for equities, bonds, mutual funds and more. Independent advice on insurance, including advice on selecting policies and obtaining sufficient coverage, is also available.
For more information or to schedule a no-cost, no-obligation consultation, contact the firm by e-mail at info(at)winecountrywealthmanagement(dot)com, by phone at 707-933-1549 or visit the firm’s Web site at http://www.winecountrywealthmanagement.com.
Alice King, CEO
Wine Country Wealth Management, LLC
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