What's it really like running a financial firm with 12 advisors, thousands of clients and $1 billion Assets Under Management? Find out as Sonoma Wealth Chief Operating Officer Jackie Egidio steps in to the guest chair of the Beyond the Vines podcast with Amy Ahlers to discuss:
- The financial planning conversations every business owner and professional should be having.
- Why it's ok to feel overwhelmed if you've never worked with an advisor before.
- The importance of working with a fiduciary.
- How our team delivers comprehensive wealth management behind the scenes.
The full video episode is available above from the Beyond The Vines YouTube Page.
Audio only is available on
Learn more about Amy Ahlers at LivXplore Real Estate in Petaluma here on amyahlersrealestate.com
Frequently Asked Questions
Being a fiduciary means being legally and ethically obligated to always act in the client's best interest, rather than earning commissions for recommending specific products. As Jackie Egidio explains, that standard applies to every scenario a fiduciary faces with a client, from investment recommendations to insurance and planning advice.
Sonoma Wealth Advisors combines asset management, financial planning, and tax planning and preparation with a dedicated 401(k) team under one roof, so clients don't have to coordinate separate specialists for each piece of their financial life.
Yes. Filing an extension doesn't mean paying more in taxes or facing any penalty — it simply gives filers and their tax preparers more time to prepare an accurate return. It's especially common for business owners, since their business return typically has to be completed before their personal return can be filed.
Roughly 70% of businesses never sell, and many owners never put together a clear exit or succession strategy — or pay themselves enough along the way. Sonoma Wealth's certified exit planning advisors help business owners structure a succession plan well ahead of time.
As COO, Jackie Egidio oversees everything clients typically don't see — paperwork, technology, compliance, and coordinating with the firm's primary custodian, Charles Schwab — so that account openings, transfers, and day-to-day service stay smooth on the client's end.
Just pick up the phone and call. Sonoma Wealth works with clients at every stage, whether they arrive with a detailed plan already in place or nothing more than a general sense that they need help — starting the conversation is the only real prerequisite.
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