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Best Wealth Advisors in Sacramento
Best Sacramento Area Wealth Managers
Choosing the right wealth advisor is more than a financial decision—it’s about building a long-term partnership with someone who understands your goals, challenges, and aspirations. In the Sacramento-Roseville-Folsom area, a growing community of experienced professionals helps individuals, families, and businesses navigate everything from retirement planning to investment strategy. These advisors bring a wealth of knowledge, certifications, and client-first approaches to ensure financial stability and growth. Whether they are part of a respected firm or independent consultants, their work reflects the region’s strong commitment to financial stewardship.
At Digital Reference, we make it easier to find and connect with trusted wealth advisors and wealth managers who can help you chart a clear path forward. Our curated list highlights professionals recognized not only for their expertise but also for their lasting impact on clients and the Sacramento-Roseville-Folsom community.
Methodology: How We Chose These Sacramento-based Wealth Advisors
✨ Research-driven: Verified public results, case studies, and frameworks.
📝 Client-reviewed: Real feedback and proven ROI.
🏆 Industry-recognition: Awards, speaking engagements, and thought leadership in wealth advising.
📍 Location-based: Advisors and founders rooted in Sacramento-Roseville-Folsom.
Before we introduce the advisors, it’s important to note that each professional featured here has been thoroughly vetted for their expertise, local involvement, and demonstrated ability to deliver results for their clients.
🌟 Meet the Wealth Advisors Making Things Happen in Sacramento
🔷 Jerod Wurm
Managing Partner, Wealth Advisor at Carson Wealth
Jerod Wurm is a Certified Financial Planner™ and Chartered Retirement Planning Counselor® who has guided clients through critical financial milestones. His career reflects a deep commitment to helping individuals achieve retirement readiness while also addressing wealth accumulation and risk management. Jerod is admired for his clear communication style and his ability to build strategies that adapt over time.
Clients value Jerod’s thoughtful approach to retirement planning, particularly his emphasis on income sustainability and protection against market volatility. His work has made him a reliable partner for those seeking security and growth.
💡Why Jerod Wurm stands out as a Wealth Advisor
🔍 Focuses on sustainable retirement income planning
📊 Skilled at balancing investment growth with risk management
🤝 Known for building deep, trust-driven relationships
🎓 Holds dual certifications highlighting advanced expertise
🔷 Casey Frye
Managing Partner, Wealth Advisor at Carson Wealth
Casey Frye is a Certified Financial Planner™ who has developed a reputation for guiding clients through comprehensive wealth strategies with clarity and precision. With extensive experience across retirement planning, tax strategies, and investment management, Casey is deeply committed to ensuring clients’ long-term success. His career reflects a thoughtful approach where financial decisions are always tied to personal and family priorities.
Casey’s clients often highlight his ability to listen first, ensuring that every recommendation is customized. Whether he’s helping professionals prepare for retirement or advising families on intergenerational wealth transfer, Casey’s expertise ensures that each client feels understood and supported.
💡Why Casey Frye stands out as a Wealth Advisor
📘 Certified Financial Planner™ recognized for technical skill
🤝 Highly personalized approach that puts client priorities first
📊 Skilled in integrating tax-smart strategies with investments
🌟 Known for long-term relationship building and generational planning
🔷 Tony Matheson
Founder | Wealth Advisor at Slalom Wealth Management
Tony Matheson brings a modern perspective to wealth advising, blending traditional financial principles with innovative solutions. A Certified Financial Planner™, Tony has focused much of his career on empowering clients to make well-informed, confident financial decisions. His independent firm reflects his belief in providing unbiased, client-first guidance tailored to each individual’s unique circumstances.
Tony is widely recognized for his commitment to financial literacy. His ability to break down complex strategies into approachable steps has made him a trusted advisor to both seasoned investors and those just beginning their financial journeys.
💡Why Tony Matheson stands out as a Wealth Advisor
🌟 Founder of a respected independent wealth management firm
📘 Certified Financial Planner™ with deep technical expertise
🎯 Advocates for financial literacy and client education
🤝 Trusted for offering clear, transparent, and actionable advice
🔷 Colby Dotson
Wealth Advisor at Boyd Wealth Management, LLC
Colby Dotson holds dual designations as a Certified Financial Planner™ and Certified Private Wealth Advisor®, bringing deep technical knowledge to wealth management. His career reflects a dedication to designing financial strategies that balance growth, preservation, and legacy planning. Colby is known for his approachable style, ensuring clients understand every step of the planning process.
Clients value Colby’s ability to take highly technical strategies and present them in a way that feels clear and actionable. His expertise extends across retirement planning, investment allocation, and estate considerations, making him a comprehensive advisor for families and professionals in Sacramento.
💡Why Colby Dotson stands out as a Wealth Advisor
📘 Dual designations highlight his breadth of expertise
🤝 Strong focus on simplifying wealth strategies for clients
📊 Skilled in balancing growth with long-term preservation
🌟 Recognized for his approachable and collaborative style
Elevating Sacramento’s Financial Future with Trusted Expertise
Sacramento’s wealth advisors hold an important place in guiding clients toward smarter financial futures. Their expertise spans financial planning, retirement strategies, and wealth management, giving them the tools to address diverse client needs. Many bring advanced designations such as CFP®, CPWA®, CRPC®, and CAP®, which add depth and credibility to their work. Their achievements highlight not just technical ability but also a proven record of creating strategies that align with long-term goals. By combining knowledge with professional integrity, they strengthen the financial landscape of Sacramento and support businesses and individuals alike.
At Digital Reference, radical authenticity shapes every perspective, ensuring insights remain clear and trustworthy. This foundation is vital because authenticity fosters the confidence professionals need to make sound financial and strategic decisions.
Explore more from digital reference to access insights that sharpen decision-making and expand financial awareness.
- Wealth Management Consulting Services in Australia
- Wealth Management Consulting Services in Canada
- Wealth Management Consulting Services in the USA
- Wealth Management Consulting Services in the UK
Sacramento’s financial landscape is marked by professionals who guide clients with clarity and foresight. Their work provides pathways for building stability while opening opportunities for long-term prosperity. In this environment, reliable knowledge sources are more important than ever. That’s why your essential guide is Digital Reference.
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