Sacramento’s wealth management landscape offers a diverse range of fiduciary advisors, boutique firms, and full-service planners to help individuals, families, and business owners achieve financial confidence. Whether you’re seeking retirement strategies, tax-efficient investing, or multigenerational legacy planning, these locally based firms combine personalized service with deep expertise. Below, we’ve curated a list of standout wealth managers in Sacramento—each distinguished by their client-centered approach, transparency, and specialized solutions.
Wealth Managers in Sacramento to Consider
- Kajiwara Wealth Advisors
- Deeringer Wealth Management
- Bautista Wealth Management LLC
- Twin Rivers Wealth Management
- Western Wealth Management
- Allison Wealth Management
- Nix Wealth Management
- Boyd Wealth Management
- Legacy Wealth Management
- Baird Private Wealth Management
1. Kajiwara Wealth Advisors
Kajiwara Wealth Advisors is a boutique financial firm that blends personalized wealth strategies with a deep commitment to client values. Based in Sacramento, their team crafts tailored financial plans that align with life milestones, from wealth accumulation to legacy preservation. With a fiduciary focus, they prioritize transparency and education, ensuring clients feel empowered in every financial decision. Their holistic approach integrates investment management, tax planning, and risk mitigation, all designed to foster long-term confidence.
🔹 Services: Wealth Management, Financial Planning, Investment Strategies
📍 Address: 3433 American River Dr Ste B, Sacramento, CA 95864
📞 Phone: (916) 273-7676
🔗 Website: Kajiwara Wealth Advisors
📧 Contact: [email protected]
2. Deeringer Wealth Management
Deeringer Wealth Management stands out for its relationship-driven approach, helping Sacramento clients navigate financial complexities with clarity. Their advisors specialize in dynamic wealth strategies, adapting to changing life circumstances—whether for retirees, entrepreneurs, or multigenerational families. By emphasizing fiduciary integrity and proactive planning, they turn financial goals into actionable roadmaps. Their services span estate planning, tax optimization, and bespoke portfolio management.
🔹 Services: Wealth Management, Retirement Planning, Estate Strategies
📍 Address: 3600 American River Dr #290, Sacramento, CA 95864
📞 Phone: (916) 343-8500
🔗 Website: Deeringer Wealth
📧 Contact: [email protected]
3. Bautista Wealth Management LLC
Bautista Wealth Management LLC thrives on empowering clients through education and customized financial solutions. Their Sacramento team focuses on aligning investments with personal aspirations, offering strategies for retirement, tax efficiency, and intergenerational wealth transfer. With a transparent fee structure and hands-on guidance, they demystify wealth-building for professionals and families alike.
🔹 Services: Wealth Management, Retirement Planning, Tax Advisory
📍 Address: 180 Promenade Cir Suite 300, Sacramento, CA 95834
📞 Phone: (916) 634-7763
🔗 Website: Bautista Wealth
📧 Contact: [email protected]
4. Twin Rivers Wealth Management
Twin Rivers Wealth Management redefines planning with its cash-flow-centric methodology, ideal for Sacramento clients seeking real-time financial clarity. Their advisors analyze spending habits and income streams to create adaptive strategies that balance lifestyle needs with long-term growth. From debt management to legacy planning, their approach is both pragmatic and personalized.
🔹 Services: Wealth Management, Cash Flow Planning, Investment Advisory
📍 Address: 1783 Tribute Rd D, Sacramento, CA 95815
📞 Phone: (916) 545-2580
🔗 Website: TR Wealth
📧 Contact: [email protected]
5. Western Wealth Management
Western Wealth Management merges local expertise with independent advisory services, offering Sacramento clients unbiased wealth solutions. Their team designs diversified portfolios and comprehensive plans for entrepreneurs, executives, and retirees, emphasizing low-cost investments and tax-smart strategies.
🔹 Services: Wealth Management, Financial Planning, Business Exit Strategies
📍 Address: 815 University Ave, Sacramento, CA 95825
📞 Phone: (916) 974-6996
🔗 Website: Western Wealth
📧 Contact: [email protected]
6. Allison Wealth Management
Allison Wealth Management combines decades of experience with a forward-thinking approach to help Sacramento clients build and protect their wealth. Recognized for excellence—including Richard Allison’s 2024 Five Star Wealth Manager award—the firm specializes in serving young professionals and retirees alike. Their tailored strategies cover investment management, tax-efficient retirement planning, and multigenerational wealth transfer, all delivered with a focus on education and simplicity.
🔹 Services: Wealth Management, Retirement Planning, Estate & Tax Strategies
📍 Address: 1610 Arden Wy #299, Sacramento, CA 95815
📞 Phone: (916) 437-4263
🔗 Website: Allison Wealth Management
📧 Contact: [email protected]
7. Nix Wealth Management
As a fee-only fiduciary firm, Nix Wealth Management prioritizes transparency and conflict-free advice for Sacramento clients. Founded in 1995, their team of CFP® professionals crafts personalized portfolios aligned with risk tolerance and life goals. From tax-smart investing to retirement income planning, they emphasize long-term relationships and hands-on portfolio oversight—ensuring clients stay on track through market shifts.
🔹 Services: Wealth Management, Investment Advisory, Tax & Retirement Planning
📍 Address: 1545 River Park Dr #203, Sacramento, CA 95815
📞 Phone: (916) 922-0629
🔗 Website: Nix Wealth Management
📧 Contact: [email protected]
8. Boyd Wealth Management
Boyd Wealth Management caters to high-net-worth individuals and business owners in Sacramento, offering bespoke solutions for complex financial needs. Their services range from business succession planning to advanced tax strategies, all designed to preserve and grow wealth across generations. With a collaborative approach, they bridge the gap between financial planning and execution, ensuring clarity at every step.
🔹 Services: Wealth Management, Business Exit Planning, Estate & Insurance Solutions
📍 Address: 1375 Exposition Blvd #220, Sacramento, CA 95815
📞 Phone: (916) 367-0532
🔗 Website: Boyd Wealth
📧 Contact: [email protected]
9. Legacy Wealth Management
Legacy Wealth Management helps Sacramento clients build, protect, and transition wealth with confidence. Their team of Certified Financial Planners™ and Exit Planning Experts® collaborates with tax and legal professionals to create holistic strategies. Whether optimizing investments or structuring charitable legacies, they focus on aligning finances with personal values and family goals.
🔹 Services: Wealth Management, Multigenerational Planning, Business Exit Strategies
📍 Address: 555 Capitol Mall, Suite 747, Sacramento, CA 95814
📞 Phone: (916) 465-8000
🔗 Website: RJ Legacy Wealth
📧 Contact: [email protected]
10. Baird Private Wealth Management
Baird’s Sacramento office leverages national resources with local insight to deliver tailored wealth management for individuals and families. Their advisors emphasize long-term partnerships, offering customized investment portfolios, philanthropic planning, and risk management strategies. Backed by Baird’s reputation for stability, they provide sophisticated solutions with a personal touch.
🔹 Services: Wealth Management, Investment Advisory, Philanthropic & Estate Planning
📍 Address: 300 University Ave, Suite 200, Sacramento, CA 95825
📞 Phone: (916) 563-2000
🔗 Website: Baird Wealth
📧 Contact: [email protected]
Choosing the right wealth manager depends on your unique financial goals, whether it’s growing assets, minimizing taxes, or preparing for retirement. The firms listed above represent Sacramento’s top-tier advisors, all committed to fiduciary standards and tailored strategies. We recommend interviewing multiple advisors to find a partner who aligns with your vision—because the best wealth management relationships are built on trust, clarity, and shared priorities.
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