Your Guide for Your Next Financial Chapter

The comprehensive support you need to
face retirement with confidence

You’re Thinking About Retirement, and Looking for Clarity

You’ve done the hard work and built your savings and investments. Now that you’re over 50, you’re asking:

Can I enjoy life now and still
retire comfortably?

Can my retirement plan handle market ups and downs?

Will taxes take a big bite out of
my retirement income?

What We Offer

As a fee-only fiduciary, we’re focused on creating steady, tax-smart income that helps you feel confident in the road ahead.

INVESTMENTS

We manage your portfolio to build your wealth, reduce risk, and support your goals.

TAXES

We create tax-efficient strategies to help you keep more of your money.

LEGACY

We work with you to pass on your wealth to the people you love.

Explore our services

Who We Work With

Your story is original—let’s make sure your financial plan
is too.

We know what it’s like to balance enjoying today, planning for tomorrow, and preparing for retirement. We understand where you’re coming from and will help you make the most of what you have to reach all your goals.

Prepping for Retirement

You’ve focused on building wealth, but now the reality of retirement is setting in. You want guidance to make smart moves before stepping away.

See How We Help

Already Retired

You’re living off what you’ve saved and want confidence that your money will last, support your lifestyle, and leave a legacy.

See How We Help

Navigating Career Complexities

You’ve climbed the professional ladder and need help aligning your equity comp with your retirement plan.

See How We Help

5 Things to Know If
You’re Considering an
Early Retirement

There are a lot of questions to consider and action items to address when retiring early.

Access our guide to assess the decisions you need to make and ensure you’re on track when planning to exit your career.

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About Us

Helping you make the most of what you’ve built.

At Sona Wealth, we work with financially savvy professionals and families who’ve done a lot right, but know retirement brings new questions.

You want to protect what you’ve built, make smart choices, and support your family’s future.


We’re here when you need us, ready to guide you through what’s next, and we believe the best results come from staying connected and planning ahead—together.

Get to know us

Where You’ve Seen Us

WSJ
CNN Money
Bloomberg
Nasdaq
Market Watch
Los Angeles Times

Start with Your Free
Retirement Review

1

STEP 1

Start With a Conversation

We’ll hop on a 15-minute call to get to know each other and see if we’re a good fit. If we are, we’ll schedule a longer meeting to talk through the specifics.

2

STEP 2

Look at the Full Picture

We’ll walk through your numbers and goals to make sure our approach fits and get you ready for your Free Retirement Review.

3

STEP 3

Get Your Free Retirement Review

We’ll go over your numbers and goals, share our findings, and offer clear recommendations so you can decide if our approach is the right fit.

SCHEDULE NOW

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