Wealth Management in Modesto To Consider

Effective wealth management goes beyond simple investing — it involves strategic planning, risk management, tax strategies, and long-term financial guidance. In Modesto, California, individuals and families have access to a variety of firms offering personalized wealth management services tailored to diverse financial goals.

This list presents several firms based in Modesto that provide wealth management services. Each has its own approach, specialties, and client focus, allowing you to explore and choose the advisor that aligns best with your financial vision and values.

1. Rooted Wealth Management – Raymond James

Rooted Wealth Management, based in Modesto, California, is a financial advisory firm focused on building long-term relationships and personalized financial strategies. The firm offers services such as retirement planning, investment management, and wealth preservation, tailored to meet the unique goals of individuals and families. With a mission to simplify complex financial decisions, Rooted Wealth Management emphasizes transparency, education, and client-first solutions to help clients thrive financially at every stage of life.

Phone: 209-447-0700

Address: 1101 Sylvan Ave C-101, Modesto, CA 95350, United States

Website: http://www.rootedwm.com/

2. Granite Wealth Management

Granite Wealth Management, based in Modesto, California, offers a range of financial planning and wealth management services tailored to meet the needs of individuals, families, and businesses. The company specializes in retirement planning, investment strategies, estate planning, and risk management, helping clients achieve their financial goals through personalized and professional guidance. Granite Wealth Management is dedicated to providing reliable financial advice with a focus on long-term financial success.

Phone: 209-846-0744

Email: [email protected]

Address: 4101 Tully Rd #301, Modesto, CA 95356, United States

Website: http://www.granitewealthllc.com/

3. Jalli Seibold Group – Merrill Lynch Wealth Management

Jalli Seibold – Merrill Lynch Wealth Management, located in Modesto, California, offers comprehensive financial solutions tailored to help clients navigate complex investment and wealth planning needs. With a focus on long-term financial health and personalized service, Jalli Seibold provides guidance on retirement planning, wealth preservation, estate strategies, and investment management. Backed by the resources of Merrill Lynch and Bank of America, the firm delivers a client-centric approach, ensuring strategies are aligned with each individual’s financial goals and life circumstances.

Phone: 209-578-2612

Address: 801 10th St Suite 1, Modesto, CA 95354, United States

Website: https://advisor.ml.com/sites/ca/modesto-ca/jalli-seibold

4. Oliveira Wealth

Oliveira Wealth, located in Modesto, California, offers expert wealth management services to individuals and families, helping them achieve financial security and long-term success. Specializing in investment management, retirement planning, and estate strategies, Oliveira Wealth focuses on providing customized financial solutions to meet each client’s unique needs. With a commitment to delivering sound financial advice and maintaining strong client relationships, the firm works to secure financial futures with a comprehensive approach.

Phone: (209) 579-2332

Address: 810 Standiford Ave, Modesto, CA 95350, USA

Website: https://www.financestrategists.com/wealth-management/modesto-ca/oliveira-wealth-315326/

5. Onward Wealth Management – Ameriprise Financial Services, LLC

Onward Wealth Management, located in Modesto, California, offers personalized financial planning and wealth management services to help individuals and families navigate their financial journeys. Specializing in retirement planning, investment strategies, and asset management, the team at Onward Wealth Management works closely with clients to create tailored financial solutions designed to meet their long-term goals. With a commitment to client success, they provide expert guidance on securing financial futures and building wealth.

Phone: 209-574-1003

Email: [email protected]

Address: 1301 L St Ste 2, Modesto, CA 95354, United States

Website: https://www.ameripriseadvisors.com/team/onward-wealth-management/

6. Alex Aliaga Auqui – Wealth Management Banker

Alex Aliaga Auqui – U.S. Bank Wealth Management, based in Modesto, California, provides professional financial planning and investment services through U.S. Bank. With a focus on helping clients build, manage, and preserve their wealth, Alex offers personalized strategies tailored to individual financial goals. Services include retirement planning, investment portfolio management, and comprehensive wealth solutions backed by the strength and resources of U.S. Bank.

Phone: 209-458-6794

Email: [email protected]

Address: 1124 J St, Modesto, CA 95354

Website: https://www.usbank.com/wealth-management/find-an-advisor/ca/modesto/alex-aliagaauqui/

7. Delta Pacific Investment Management

Delta Pacific Investment Management, located in Modesto, California, offers professional investment management and financial advisory services tailored to individuals, families, and institutions. With a focus on disciplined portfolio management and long-term financial planning, the firm delivers customized strategies designed to meet clients’ specific financial objectives. Delta Pacific is committed to transparency, fiduciary responsibility, and building trusted relationships through sound investment guidance.

Phone: 209-338-0130

Email: [email protected]

Address: 1420 F Street, 1st Floor, Modesto, CA 95354

Website: https://www.deltapacificim.com/

8. Blom & Howell Financial Planning

Blom & Howell Financial Planning, located in Modesto, California, provides comprehensive financial planning and investment advisory services to individuals and families seeking long-term financial stability. The firm specializes in retirement planning, asset management, estate strategies, and insurance solutions. Known for its personalized approach and commitment to client success, Blom & Howell helps clients make informed decisions to secure and grow their wealth over time.

Phone: 209-857-5207

Email: [email protected]

Address: 3340 Tully Rd #B4, Modesto, CA 95350, United States

Website: https://www.blomandhowell.com/

9. Thorson Financial Estate Management, Inc.

Thorson Financial, based in Modesto, California, delivers personalized financial planning and investment management services tailored to the unique goals of individuals, families, and business owners. With decades of experience, the firm offers expertise in retirement planning, wealth preservation, tax-efficient strategies, and comprehensive portfolio management. Thorson Financial is dedicated to building long-term client relationships founded on trust, integrity, and thoughtful financial guidance.

Phone: 209-522-0250

Email: [email protected]

Address: 1101 Standiford Ave #C2, Modesto, CA 95350, United States

Website: http://www.thorsonfinancial.com/

Navigating Your Wealth Management Choices

Selecting a wealth management advisor is a personal decision that depends on your unique financial situation, values, and future goals. The firms listed here represent different philosophies and service models, giving you the opportunity to evaluate which path feels right for you.

Take time to engage with potential advisors, ask meaningful questions, and assess how their strategies align with your financial objectives. The right partnership can provide clarity, structure, and confidence as you navigate your journey toward long-term financial well-being.