Central Valley Strategic Wealth Management & Insurance Services

Central Valley Strategic Wealth Management is a financial services practice dedicated to helping businesses, their owners, employees, and individuals map out and work towards achieving their financial goals.

Our company offers a collaboration of specialties to help business owners, executives, individuals and families navigate the complexities of financial planning with confidence. Our company offers a full spectrum of services designed to align with your unique individual goals and long-term vision.

BUSINESS CONSULTING

Protecting your business today,
planning for its success tomorrow.

We collaborate with business owners to help protect and grow what they've built. Our services include retirement plan strategies, executive and employee benefits, succession and risk planning, and inheritance equalization. We help you recruit, retain, and reward key employees while ensuring compliance, sustainability, and long-term success.

Learn More

INDIVIDUAL ADVICE

Design the life you want,
we'll help you get there.

We provide holistic financial planning tailored to your life, goals, and future. From retirement and investment strategies to risk management, estate planning, and Medicare guidance, we help you prepare for life's uncertainties while maximizing opportunities. Our team also specializes in supporting union members with personalized benefit consulting.

Explore Services

Central Valley Strategic Wealth Management Team

GET TO KNOW US BETTER

At Central Valley Strategic Wealth Management, our team of six experienced advisors and four dedicated support professionals work together across two offices to help clients build, protect, and preserve their wealth with confidence. We work with businesses and individuals to develop customized strategies that support their goals - whether that means designing retirement or executive benefit plans, strengthening succession and protection strategies, or creating personalized financial plans. From investment and tax planning to estate and insurance solutions, we provide coordinated guidance to help align your wealth with your vision for the future.

Our Team

"We are building relationships set to last for generations."

Our Process

FREQUENTLY
ASKED
QUESTIONS

We work with a diverse range of clients including business owners, executives, individuals, families, and union members. Whether you're looking to protect and grow your business, plan for retirement, or navigate complex financial decisions, our team has the experience to support your unique needs and goals.

Our fee structure is transparent and tailored to the services you need. We offer various compensation models including fee-based planning, asset-based management fees, and commission-based products depending on what best serves your situation. During our initial consultation, we'll discuss the specific fee structure that applies to your engagement and ensure you understand all costs before moving forward.

Your first meeting is an opportunity for us to get to know you and your financial situation. We'll discuss your current circumstances, goals, concerns, and timeline. This is also your chance to ask questions about our services, approach, and how we can help. There's no obligation, and we'll use this time to determine if we're the right fit for your needs. We recommend bringing any relevant financial documents you'd like to discuss.

Yes, we provide comprehensive financial services for both personal and business needs. Our team specializes in business consulting including retirement plan strategies, executive benefits, and succession planning, as well as individual financial planning covering retirement, investments, estate planning, and risk management. We understand how personal and business finances often intersect and can provide coordinated strategies across both areas.

We're an experienced, collaborative team of six advisors, each with their own areas of focus. Our size allows us to provide personalized attention while offering the depth and resources of a full-service team.