JDH Wealth

JDH Wealth Building trust, guiding investment behavior, and educating our clients is the essence of what we do.

JDH Wealth Management is a comprehensive wealth management firm in the North Bay providing unparalleled service to each of our clients. Serving individuals, families and businesses, we use our exceptional resources, deep experience and highly skilled people to provide wealth management solutions that meet the unique needs of our clients.

07/17/2026

Saving for retirement is important.

But so is planning what you'll retire to.

The happiest retirees don't just have enough money.

They have something meaningful to wake up for.

07/16/2026

Tax season gets a lot less stressful when you keep good records all year.

The receipt you save today...

Could be the deduction you're looking for later.

07/15/2026

Financial Shower Thought #5

People know exactly when their favorite TV show comes out...

But not when their credit card payment is due.

Beyond the Headlines: AI and the Future of InvestingJoin us on July 21, 2026 at 12pm on ZoomWe'll have a discussion abou...
07/15/2026

Beyond the Headlines: AI and the Future of Investing

Join us on July 21, 2026 at 12pm on Zoom

We'll have a discussion about the trends and headlines shaping markets—from artificial intelligence and IPOs to geopolitical risks and the influence of the Magnificent 7—while offering practical insights to help investors cut through the noise and stay focused on their long-term financial goals.

Register Here:
https://us02web.zoom.us/webinar/register/9617806921020/WN_yLbqTQOLS4mGjkzOaV8QWA

Higher interest rates aren't all bad.Yes, borrowing has become more expensive—but investors are finally earning meaningf...
07/14/2026

Higher interest rates aren't all bad.

Yes, borrowing has become more expensive—but investors are finally earning meaningful returns on cash and bonds again.

Like most things in investing, it's not about whether rates are "good" or "bad." It's about understanding how they affect your financial plan.

I break it all down in my latest article.

Higher Interest Rates: Friend, Foe…or Frenemy?What High Interest Rates Mean for Investors and BorrowersIf you've watched the news over the past couple of years, you've probably heard the phrase "higher interest rates" enough times to make you want to change the channel.Interest rates have become t...

07/14/2026

Many wealthy people don't rely on willpower.

They automate their savings.

Automate their investing.

And let consistency do the heavy lifting.

07/13/2026

One of the most expensive financial decisions you'll ever make...

Is waiting until you "feel ready."

Saving $100 today usually beats planning to save $500 someday.

07/10/2026

Retirement Is More Than a Number

Retirement planning isn’t about reaching a magic dollar amount.

It’s about creating enough income to support the life you actually want to live.

07/09/2026

Don’t Let the Tax Tail Wag the Dog

Never make a bad investment just to get a tax deduction.

A tax deduction on a bad decision is still a bad decision.

07/08/2026

Financial Shower Thought #4

Some people check their investment accounts five times a day.

The investments are not checking on them.

Address

181 Concourse Boulevard Ste A
Santa Rosa, CA
95403

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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