We are a fee-based Registered Investment Advisory firm located in Santa Rosa, California.  We offer a wide variety of services to help you with your personal and business needs. Please explore the services below to get a better idea of how we might be able to help. Our annual minimum fee is $12,500 or $1,000,000 of investable assets.  We would love to have a conversation with you to see if we would be a good fit for each other.

Our Services

*NorthBay biz magazine’s BEST Of the North Bay bonus edition is published by NorthBay biz magazine, an independent company unaffiliated with JDH Wealth Management, LLC. The annually-released awards bestowed by the magazine are based on the number of votes accrued in online and paper ballot voting each year between December and February. NorthBay biz solicits responses online, by paper ballot in their magazine, and through radio spot promotions. In order for each ballot to qualify they must vote for at least 12 categories out of a total 36 possible categories. Based on the top votes from the community Best Of (first place) and Gold Medal (second place) are awarded. JDH Wealth Management, LLC, did not solicit submissions and did not pay to be included in this ranking. Working with a ranked advisor should be evaluated properly and has no correlation to investment results. Working with a highly-ranked advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Third-party rankings are no guarantee of future investment success or performance. This ranking is conducted by a third-party provider and not meant to serve as an endorsement for JDH Wealth Management, LLC. Rankings should not be considered an endorsement of the wealth manager by any client, nor are they representative of any one client’s evaluation. Provided for informational purposes only. Please see for further information.