BEST WEALTH MANAGEMENT COMPANY
J DH WEALTH
By Janet Perry
J DH Wealth was voted Best Wealth Management Company in the North Bay. This Santa Rosa investment advisory firm helps clients with retirement planning, tax and estate planning and insurance. As it says on its website: “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.” Who couldn’t use a little of that these days? Our readers clearly agree. Wealth Advisor & Managing Partner Matthew Delaney describes it as an honor to receive the recognition. “Our unwavering commitment to truly personalized service, grounded in deep relationships and a clear understanding of each client’s unique goals,” is what separates JDH from the rest, Delaney says. “Unlike larger, impersonal institutions, we combine the resources and expertise of a leading firm with the tailored attention of a boutique experience,” he says. “Our team takes a holistic approach, integrating wealth planning, investment management and risk management strategies—all customized to evolve with our clients’ lives.
He cites transparency, integrity and long-term partnerships as the “core” of their business, ensuring clients feel confident and cared for every step of the way. Adds Delaney: “Thanks to everyone who voted for us!” v jdhwealth.com The expertise of a leading firm with the attention of a boutique experience is the recipe at JDH.
2025 BEST OF WINNER! Thank you for choosing JDH WEALTH as the BEST wealth management firm in the North Bay!
jdhwealth.com | 707.542.1110
Best of the North Bay 2025
Northbaybiz 45
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