Sacramento is home to a diverse range of investment management firms that provide tailored financial solutions to individuals, families, and businesses. Whether you’re seeking retirement planning, wealth management, or investment strategies, these firms offer expertise and personalized services to help you achieve your financial goals. Below is a curated list of top investment management firms in Sacramento, along with their key services and contact details.
List of Investment Management Firms in Sacramento
- Majerko Investment Management
- McHarg & Associates Wealth Planning
- Brown Financial Services Group
- Williamson Financial Solutions
- Northwestern Mutual – Sacramento
- Rita Gibson Insurance & Investment Services Inc.
- Bautista Wealth Management LLC
- Soesbe Financial
- Archer Pointe Wealth Management
- Baird Private Wealth Management
1. Majerko Investment Management
Majerko Investment Management LLC is a comprehensive financial services firm based in Bergland, Michigan, dedicated to enhancing clients’ financial well-being through personalized investment management and strategic wealth planning. Led by President Terrence Majerko, who has been in the financial services industry since 1995, the firm emphasizes independent, objective advice tailored to each client’s unique financial goals and circumstances. Their services encompass retirement, estate, and education planning, as well as analysis of life insurance and long-term care needs. Investment offerings include mutual funds, stocks, bonds, IRAs, and advisory accounts, with fee-based investment management provided through LPL Financial, a registered investment advisor. Majerko Investment Management is licensed to operate in several U.S. states, including Alaska, California, and Michigan, and is committed to delivering outstanding personalized service to help clients navigate the complexities of financial planning.
🔹 Services: Investment Management, Retirement Planning, Estate Planning, Education Planning, Insurance Analysis
📍 Address: 1435 River Park Dr #502, Sacramento, CA 95815
📞 Phone: (916) 921-1996
🔗 Website: Majerko Investment Management
📧 Contact: [email protected]
2. McHarg & Associates Wealth Planning
McHarg & Associates Wealth Planning is a Sacramento-based financial advisory firm specializing in comprehensive retirement and wealth planning services. The firm’s financial consultants are registered representatives with LPL Financial, a Registered Investment Advisor, ensuring adherence to fiduciary standards and regulatory compliance. McHarg & Associates emphasizes a client-centric approach, aiming to provide clarity and confidence in financial decision-making throughout all stages of retirement planning.
🔹 Services: Investment Management, Retirement Planning, Wealth Management
📍 Address: 2277 Fair Oaks Blvd #425, Sacramento, CA 95825
📞 Phone: (916) 922-5812
🔗 Website: McHarg & Associates Wealth Planning
📧 Contact: [email protected]
3. Brown Financial Services Group
Brown Financial Services Group, with offices in Sacramento, California, and Montgomery, Texas, is an independent financial advisory firm founded by Ron Brown in 2004 and joined by Austin Brown in 2014. The firm offers personalized financial planning services, including retirement, investment, estate, insurance, and tax strategies, tailored to clients’ unique goals and risk tolerance. Utilizing resources from The Financial Services Network’s Portfolio Consulting Team, they construct custom portfolios and provide access to LPL Financial’s research and tools. Brown Financial Services Group emphasizes long-term relationships, ethical practices, and open communication, offering complimentary consultations to prospective clients seeking guidance on their financial journey.
🔹 Services: Investment Management, Retirement Planning, Estate Planning, Tax Strategies, Insurance Solutions
📍 Address: 1930 Del Paso Rd STE 122, Sacramento, CA 95834
📞 Phone: (916) 928-2207
🔗 Website: Brown Financial Services Group
📧 Contact: [email protected]
4. Williamson Financial Solutions
Williamson Financial Solutions, located at 1111 Howe Avenue, Suite 530-A in Sacramento, California, is a financial planning firm dedicated to assisting individuals, families, small businesses, and nonprofit organizations in achieving financial independence. Under the leadership of Lucius Williamson Jr., the firm offers personalized retirement strategies tailored to each client’s unique financial narrative. Emphasizing a client-centric approach, Williamson Financial Solutions focuses on crafting customized plans that align with individual goals and circumstances. Operating Monday through Friday from 9:00 AM to 5:00 PM, the firm is committed to guiding clients through their financial journeys with expertise and personalized attention.
🔹 Services: Investment Management, Retirement Planning, Financial Independence Strategies
📍 Address: 1111 Howe Ave suite 530-a, Sacramento, CA 95825
📞 Phone: (916) 929-1210
🔗 Website: Williamson Financial Solutions
📧 Contact: [email protected]
5. Northwestern Mutual – Sacramento
Northwestern Mutual’s Sacramento office, located at 1425 River Park Drive, Suite 100, provides comprehensive financial planning and wealth management services to individuals, families, and businesses in the region. Their team of advisors offers personalized strategies encompassing retirement planning, investment management, insurance solutions, and estate planning, all tailored to clients’ unique financial goals. By integrating financial expertise with a client-centric approach, the Sacramento office aims to guide clients through every stage of their financial journey, ensuring long-term financial security and success.
🔹 Services: Investment Management, Retirement Planning, Insurance Solutions, Estate Planning
📍 Address: 1425 River Park Dr #100, Sacramento, CA 95815
📞 Phone: (916) 929-7200
🔗 Website: Northwestern Mutual – Sacramento
📧 Contact: [email protected]
6. Rita Gibson Insurance & Investment Services Inc.
Rita Gibson Insurance & Investment Services Inc. provides a range of financial solutions, including insurance and investment management, to help clients secure their financial future. The firm focuses on delivering personalized strategies that align with individual financial goals and risk tolerance. With a commitment to client education and long-term planning, Rita Gibson Insurance & Investment Services Inc. ensures that clients receive tailored advice for wealth growth and protection.
🔹 Services: Investment Management, Insurance Solutions, Financial Planning
📍 Address: 601 University Ave #140, Sacramento, CA 95825
📞 Phone: (916) 648-2550
🔗 Website: Rita Gibson Insurance & Investment Services
📧 Contact: [email protected]
7. Bautista Wealth Management LLC
Bautista Wealth Management LLC is dedicated to helping clients achieve financial security through comprehensive wealth management and investment strategies. The firm emphasizes a personalized approach, ensuring that each client’s financial plan aligns with their long-term objectives. With expertise in retirement planning, investment management, and risk assessment, Bautista Wealth Management LLC provides tailored solutions for individuals and families.
🔹 Services: Investment Management, Wealth Management, Retirement Planning
📍 Address: 180 Promenade Cir Suite 300, Sacramento, CA 95834
📞 Phone: (916) 634-7763
🔗 Website: Bautista Wealth Management
📧 Contact: [email protected]
8. Soesbe Financial
Soesbe Financial offers expert financial planning and investment management services to clients in Sacramento. The firm focuses on creating customized strategies that address retirement, wealth growth, and financial security. With a commitment to transparency and client education, Soesbe Financial helps individuals make informed decisions about their financial future.
🔹 Services: Investment Management, Financial Planning, Retirement Strategies
📍 Address: 5290 Elvas Ave, Sacramento, CA 95819
📞 Phone: (916) 587-5100
🔗 Website: Soesbe Financial
📧 Contact: [email protected]
9. Archer Pointe Wealth Management
Archer Pointe Wealth Management provides tailored investment and financial planning services to help clients achieve their financial goals. The firm’s advisors work closely with clients to develop strategies for wealth accumulation, retirement planning, and risk management. With a focus on long-term relationships, Archer Pointe ensures that financial plans evolve with clients’ changing needs.
🔹 Services: Investment Management, Wealth Planning, Retirement Strategies
📍 Address: 333 University Ave Suite 200, Sacramento, CA 95825
📞 Phone: (916) 565-7640
🔗 Website: Archer Pointe Wealth Management
📧 Contact: [email protected]
10. Baird Private Wealth Management
Baird Private Wealth Management offers high-net-worth individuals and families comprehensive investment and wealth management services. The firm’s advisors provide personalized strategies for asset management, retirement planning, and estate preservation. With a commitment to fiduciary responsibility, Baird ensures that clients receive unbiased advice tailored to their financial objectives.
🔹 Services: Investment Management, Private Wealth Solutions, Estate Planning
📍 Address: 300 University Ave Suite 200, Sacramento, CA 95825
📞 Phone: (916) 563-2000
🔗 Website: Baird Private Wealth Management
📧 Contact: [email protected]
Choosing the right investment management firm is crucial for achieving long-term financial success. The firms listed above offer a variety of services, from retirement planning to wealth management, ensuring that clients in Sacramento have access to expert guidance tailored to their needs. Whether you’re planning for retirement, managing investments, or seeking comprehensive financial advice, these firms provide the expertise and personalized service necessary to help you reach your financial goals. For more information, visit their websites or contact them directly to schedule a consultation.
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