Wealth Management in Sacramento County, CA

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List of Firms

Sacramento County, CA Wealth Management Firms

Twin Rivers Wealth Management
4 out of 5
Location 1783 Tribute Rd D, Sacramento, CA 95815, USA
Phone (916) 545-2580
Language http://www.tr-wealth.com/
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Solstice Wealth Management
Location 800 Howe Ave Unit 160, Sacramento, CA 95825, USA
Phone (916) 333-5388
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Capitol Wealth Management
Location 701 Fulton Ave, Sacramento, CA 95825, USA
Phone (916) 927-6490
Language http://www.capitolwm.com/
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Brett Tank - UBS Financial Services Inc.
Location 1610 Arden Way Suite 200, Sacramento, CA 95815, USA
Phone (916) 648-7283
Language https://advisors.ubs.com/brett.tank/?utm_source=Yext&utm_medium=GMB&utm_campaign=158683&y_source=1_MjI3MDU4OTUtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Legacy Wealth Management
SEC File# 801-117015
CRD# 304659
Location 555 Capitol Mall #747, Sacramento, CA 95814, USA
Phone (916) 465-8001
Language http://www.rjlegacywealth.com/
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Generations Wealth Management - UBS Financial Services Inc.
Location 1610 Arden Way Suite 200, Sacramento, CA 95815, USA
Phone (916) 648-7271
Language https://advisors.ubs.com/generationswm/?utm_source=Yext&utm_medium=GMB&utm_campaign=167267&y_source=1_MjAwOTY3MTYtNzE1LWxvY2F0aW9uLmdvb2dsZV93ZWJzaXRlX292ZXJyaWRl
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Sierra Ridge Wealth Management
Location 1435 River Park Dr Suite 504, Sacramento, CA 95815, USA
Phone (916) 891-2557
Language https://sierraridgewealth.com/
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Nix Wealth Management
Location 1545 River Park Dr #203, Sacramento, CA 95815, USA
Phone (916) 922-0629
Language http://www.nixwealthmanagement.com/
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Wealth Management in Sacramento County, CA

Where Wealth Management Advisors in Sacramento County, CA Serve

Sacramento County, located in Northern California, is a bustling hub of activity with a rich history and diverse population. The county is home to numerous landmarks, including the California State Capitol Building, the Crocker Art Museum, and the Sacramento Zoo. Top employers in the area include Intel, Kaiser Permanente, and the Sacramento County government. Major highways and streets that run through the county include Interstate 5, Highway 50, and the Capital City Freeway. Sacramento County is made up of a variety of neighborhoods, each with its own unique character and charm. From the historic district of Old Sacramento to the trendy Midtown area, there is something for everyone in this vibrant county.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Sacramento County, CA can benefit from a bank in various ways. One of the most common ways is through the provision of loans and credit facilities to individuals and businesses. Given that Sacramento County is home to a diverse range of businesses, including those in the agricultural, healthcare, and technology sectors, access to capital is essential for growth and expansion. Additionally, banks in Sacramento County can help residents manage their finances through various services such as checking and savings accounts, online and mobile banking, and financial planning and advisory services. Furthermore, banks can provide essential support during emergencies such as natural disasters, which are not uncommon in Sacramento County due to its location in a high-risk earthquake zone. Overall, banks play a vital role in the economic and financial well-being of residents in Sacramento County, CA.

Insurance Broker

Residents of Sacramento County, CA can benefit from an insurance broker in numerous ways. Firstly, an insurance broker can help residents navigate the complex and ever-changing insurance landscape. With Sacramento County being a large and diverse area, insurance needs can vary greatly between individuals and businesses. An insurance broker can help residents find the best coverage options for their unique needs, whether it be health insurance, auto insurance, or home insurance. Additionally, Sacramento County is known for its high rates of wildfires, which can make finding adequate homeowners insurance a challenge. An insurance broker can help residents find policies that provide coverage for wildfire damage, ensuring that they are protected in the event of a disaster. Furthermore, with the ongoing COVID-19 pandemic, many residents may be struggling financially and need help finding affordable insurance options. An insurance broker can help residents find policies that fit within their budget, while still providing the necessary coverage.

Retirement Planning

Residents of Sacramento County, CA can benefit greatly from the services of a retirement planner. With a population of over 1.5 million people, Sacramento County is home to a diverse group of individuals with unique financial needs. A retirement planner can help residents navigate the complexities of retirement planning, including understanding social security benefits, creating a comprehensive retirement plan, and managing investments. Sacramento County has a large population of retirees, and a retirement planner can help ensure that they have enough income to sustain their lifestyle throughout their golden years. Additionally, a retirement planner can help younger residents of Sacramento County plan for their future, including saving for retirement and investing in their long-term financial goals. With the help of a competent retirement planner, residents of Sacramento County can feel confident about their financial future and enjoy a worry-free retirement.

Financial Advisor

Residents of Sacramento County, CA can benefit from the expertise of a financial advisor in a variety of ways. One specific area where a financial advisor can be particularly helpful is in navigating the complex tax laws that apply to California residents. With a state income tax rate that can reach as high as 13.3%, residents of Sacramento County may need assistance in developing tax-efficient investment strategies and minimizing their tax liabilities. Additionally, a financial advisor can provide guidance on retirement planning, including how to maximize Social Security benefits and create a sustainable income stream in retirement. For those looking to invest in the local economy, a financial advisor can also offer insights into the Sacramento business landscape and help identify promising investment opportunities. Overall, a financial advisor can provide invaluable support to Sacramento County residents looking to achieve their financial goals and build a secure future.

Mortgage Loan Officer

Residents of Sacramento County, CA would greatly benefit from the expertise of a mortgage loan officer. With a population of over 1.5 million people, Sacramento County is the tenth most populous county in California. The region is known for its diverse economy, which includes industries such as healthcare, education, and government. A mortgage loan officer can help residents navigate the complex process of securing a home loan in such a dynamic market. They can provide guidance on the various types of loans available, such as conventional, FHA, and VA loans, and help residents determine which option is best suited for their unique financial situation. Additionally, a mortgage loan officer can offer advice on how to improve credit scores and increase the chances of loan approval. With their expertise, residents of Sacramento County can confidently pursue their dream of homeownership.

Tax Services

Residents of Sacramento County, CA can benefit from the services of a tax advisor in numerous ways. First and foremost, a tax advisor can assist in navigating the complex tax laws and regulations specific to California and Sacramento County. This includes understanding the various deductions and credits available to residents, such as the California Earned Income Tax Credit, which can significantly reduce tax liability for low-income earners. Additionally, a tax advisor can help residents with tax planning strategies to minimize taxes owed and maximize refunds. This is especially important in Sacramento County, where the cost of living is higher than the national average, and residents may need to take advantage of all available tax breaks to make ends meet. Finally, a tax advisor can provide guidance on tax-related issues that may arise during major life events, such as buying a home or starting a business, helping residents make informed decisions that will benefit them in the long run.

Estate Planning Lawyer

Residents of Sacramento County, CA can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by drafting a will or trust. This is particularly important in Sacramento County, which has a diverse population with varying cultural and familial traditions. An estate planning lawyer can help ensure that a person's assets are distributed according to their wishes, whether that be in accordance with California law or in keeping with their cultural or religious beliefs. Additionally, an estate planning lawyer can assist with creating powers of attorney and healthcare directives, which can be crucial in the event of incapacity or illness. Finally, an estate planning lawyer can provide guidance on tax planning and asset protection, which can be especially important for residents of Sacramento County, where property values and tax rates can be high.

FREQUENTLY ASKED QUESTIONS

Comprehensive Wealth Management FAQs

A wealth manager in Sacramento County, CA can offer a range of services to help clients manage their finances and investments. With a deep understanding of the local economy and financial landscape, a wealth manager can provide personalized advice and guidance that takes into account the unique opportunities and challenges of the region. From retirement planning to tax management, estate planning to risk management, a wealth manager can help clients achieve their financial goals and secure their financial future. With a focus on burstiness and complexity, a skilled wealth manager can navigate the complex world of finance and investments, providing insights and strategies that are tailored to the individual needs of each client. Whether you're looking to build wealth, protect your assets, or plan for the future, a wealth manager in Sacramento County, CA can provide the expertise and guidance you need to succeed.

Sacramento County, CA is the ultimate destination for individuals seeking to secure their financial future by hiring a wealth manager. The county is home to a diverse range of financial institutions and professionals who are well-versed in managing wealth portfolios of all sizes and complexities. One of the most compelling reasons why Sacramento County stands out as the best place to hire a wealth manager is its robust economy. The county boasts a thriving business environment, which has attracted a plethora of high-net-worth individuals and entrepreneurs. As such, wealth managers in Sacramento County have honed their skills in managing complex financial portfolios, which is a testament to their expertise and experience. Additionally, the county's financial landscape is characterized by a wealth of investment opportunities, ranging from real estate to stocks and bonds. This means that a skilled wealth manager in Sacramento County can help clients diversify their portfolios and maximize their returns, thereby securing their financial future.