High net worth services in Sonoma, California

Aimee Matthews is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 283 2nd Street East, Sonoma, California, United States. Aimee holds various certifications such as AAMS™, ADPA™, AEP®, and AIF® which demonstrate her expertise in asset management, retirement planning, estate planning, and fiduciary practices. She is also accredited as an APMA™, AWMA℠, and Behavioral Financial Advisor, providing advanced knowledge in portfolio management, investment strategies, and behavioral finance. Aimee is dedicated to helping clients make informed financial decisions and offers specialized services for domestic partners, seniors, small business owners, and high net worth individuals. With certifications in divorce financial analysis, estate planning, and exit planning, Aimee is well-equipped to address complex financial needs and provide comprehensive solutions to her clients. Additionally, her CFA, CFP®, and CIMA® designations showcase her commitment to excellence in financial planning and investment management. Aimee's passion for helping clients achieve their financial goals and her diverse expertise make her a valuable resource for individuals seeking personalized financial advice and guidance.

Vance Family Law, located at 100 Smith Ranch Road in San Rafael, California, offers expertise and experience in complex family law matters. Specializing in dissolution of marriage (divorce), child and spousal support, custody/parentage actions, and post-judgment modification and enforcement proceedings, the firm is led by partners certified as Family Law Specialists by the State Bar of California Board of Legal Specialization and Fellows of the American Academy of Matrimonial Lawyers. With a focus on personalized approaches to each case, Vance & Wills, P.C. understands the unique issues and personalities involved in family law matters. Whether resolving cases through settlement or representing clients in contested hearings and trials, the firm's skilled attorneys provide top-quality legal services.

Vance & Wills, P.C. is a prestigious institution located at 1340 4th Street, Napa, California, United States. Specializing in complex family law matters, both partners are certified Family Law Specialists by the State Bar of California Board of Legal Specialization and are Fellows of the American Academy of Matrimonial Lawyers. They offer a wide range of services including dissolution of marriage, child and spousal support, custody/parentage actions, and agreements between prospective spouses. With extensive experience in cases involving high-net worth individuals, such as business owners and trust beneficiaries, Vance & Wills, P.C. is dedicated to providing expert counsel and representation to help clients achieve resolution efficiently. Whether you need assistance with custody arrangements, post-judgment modifications, or premarital agreements, the skilled attorneys at Vance & Wills, P.C. are here to help.

Carson Wealth is a finance institution located at 250 Camino Alto, Mill Valley, California, United States. Our office specializes in helping high-net-worth and ultra-high-net-worth individuals, families, and businesses build personalized financial plans and provide investment management, insurance, and risk management services to help them achieve their financial goals. We prioritize our clients throughout the wealth management process, seeking to deeply understand their financial and personal goals in order to create customized solutions that promote financial health. Our services extend to clients in Mill Valley, Tiburon, Belvedere, Ross, Kentfield, Southern Marin, San Francisco, Marin County, Napa County, Sonoma County, Silicon Valley, East Bay areas, as well as throughout California and most other states. With a focus on finding solutions to complex financial issues faced by high-net-worth clients and their families, we offer highly personalized, comprehensive financial planning services. Our advisors are dedicated to helping individuals, families, and businesses navigate the challenges of building wealth and achieving financial success. Securities and advisory services are offered through Cetera Advisor Networks LLC and CWM, LLC, with a commitment to providing transparent and reliable financial guidance. Our team includes award-winning advisors recognized for their expertise and commitment to client success. For more information about our services and advisors, please visit our website or contact us directly.