We specialize in helping our clients build better lives for themselves and their families through prudent management of their resources. We coordinate financial projects, income and estate tax planning, and investment management to help our clients achieve their goals with the least distraction from their daily lives.

WHY ARE WE SPECIAL?
We are a small company that focuses on excellent quality service, but big enough to handle all of your financial managment needs. We design a long-term, passive, common sense, asset management program specifically for you, and give you enough support and education to make you a partner in the process.

Our services are provided using a team approach, selecting the right person or professional collaboration for each task.

A key objective is to give you true peace of mind with regard to financial security.

LOCATION
WMC is based in Santa Rosa in the heart of the Wine Country. We serve private and institutional clients across the country with a concentration of business relationships in California and the western United States.

COMMUNITY
We are involved locally and have a strong commitment to support community programs, and in particluar to improve financial literacy in Sonoma County.

FIRM PROFILE - Visit this page to learn more about our philosophy.

CLIENT SERVICES - Find out more about the wide range of services we offer and our various areas of expertise.

NEWSLETTERS - Our online client newsletter is an easy way to keep current on financial matters and key investment philosophy issues.

FINANCIAL TOOLS - These are just a few helpful, interactive financial calculators and tools provided by third parties.

Information regarding third-party financial calculators and tools: These are provided for informational purposes only. These calculators and tools are not under our control, and we are not responsible for any information you may obtain using them. These are provided only as a convenience to you, and the inclusion of any financial calculator or tool does not imply our endorsement of them or the information contained in them.

LINKS - There are a lot of great web sites out there - if you can find them! Use this page to link to some useful sites that we've found.

Information regarding links to third-party sites: The links in this area will let you leave our web site and are provided for informational purposes only. The linked sites are not under our control, and we are not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. We are providing these links to you only as a convenience, and the inclusion of any link does not imply our endorsement of the site.