Client Events

At JDH Wealth Management we value building relationships with our clients. We also strive to always be at the forefront of the financial world and continually provide education for our clients. These two aspects of our client interactions – building relationships and providing education – are an integral part of our JDH culture.

We always enjoy inviting our clients to our annual events. These events are a time when we can get to know our clients – and they can get to know us. An afternoon or evening spent with food, refreshments, and our clients is always enjoyable. We also enjoy taking these events as an opportunity to allow our clients to hear different speakers from around the country present on various topics.

Past Events

  • 2016 – Present, “Broadway Under the Stars” with Transcendence Theatre Company at Jack London State Park
  • 2016 Paradise Ridge Winery, “The Risks and Thrills of the Antartic” presented by US Navy Captain Scott Shackleton
  • 2015 DeTurk Round Barn featuring guest speaker Tim Maurer, CNBC contributor and wealth management writer for Forbes
  • 2013 John Ash featuring a cooking demo by Chef Thomas and guest speaker Jared Kizer
  • 2012 Schulz Museum featuring guest speaker Carl Richards, financial artist and writer
  • 2011 Fountaingrove Golf Club featuring guest speaker Tiya Lim, BAM Advisors
  • 2010 Fountaingrove Golf Club featuring guest speaker Wes Wellington, Dimensional Fund Advisors
  • 2009 Fountaingrove Golf Club featuring guest speaker Larry Swedroe, BAM Advisors

JDH Wealth Management also periodically offers seminars on a variety of different topics. Most recently we held a seminar discussing the topic of Advance Tax Planning. These seminars are a great way to get information to our clients on topics that they may have questions about.

Giving Back

Among our firm’s values is to be an outstanding corporate citizen: to give back in appreciation to the community in which we live and work.

JDH Wealth Management has participated and sponsored many organizations and causes over the years. Below are some examples of how our company is giving back. If you would like to learn more about any of these organizations and how you can give back contact us today!

To learn more about how JDH Team Members are involved in our community, click here and Meet the Team.

Rotary Festival of the Brotherhood

For the past six years, Matthew Delaney has participated in Rotary International’s Festival of the Brotherhood in Mexico.  Each year roughly 50 Rotarians from the counties of Sonoma, Napa, Marin and Mendocino, travel to the annual Festival of the Brotherhood. He and the other Rotarians visit local projects ranging from orphanages for abandoned and abused children to clean water projects to help poverty stricken towns outside of Guadalajara. They build international relationships with local Rotarians and in all have raised over $1.6M in 15 years.

Rotary Eye Care Projects

For the past 15 years, John Jones has participated in several humanitarian eye care clinics around the world sponsored by his Santa Rosa Sunrise Rotary club. John was honored as the Rotarian of the Year in 1998 by the Sunrise Rotary Club for his outstanding leadership in the Guatemalan eye care project.

Transcendence Theatre Company

JDH is excited to join Transcendence Theatre Company (TTC) as a business sponsor of the 2014 season of Broadway Under the Stars concerts. Through an innovative arts + parks partnership, TTC is partnering with a nonprofit park operator, the Valley of the Moon Natural History Association, to bring live theater and cultural education programming into Jack London State Historic Park, while saving it from slated closure as result of state budget cuts. The summer concert season plays a vital role in keeping the park thriving.

Peanuts on Parade

JDH is proud to have sponsored three Peanuts on Parade statue tributes to Charles M. Schulz right here in Sonoma County. The money that is raised by these events helps young artists fulfill their dreams of making a difference through art. The best part about participating in this event was the support from the local community. To this day, families come to the office to take pictures of the three statues outside our doors. It was a great honor to be a part of such an incredible event.