JDH Wealth

JDH Wealth

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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.

08/26/2026

Financial Shower Thought #9

We insure our cars, our homes, and our phones.

But sometimes forget to protect the income that pays for all of them.

08/25/2026

They Know Their Numbers

You don’t have to love spreadsheets.

But knowing where your money is going is a wealth-building superpower.

08/24/2026

The Convenience Cost

Convenience is great.

Until you realize you’re paying extra for it every single week.

08/21/2026

Your Retirement Has a Price Tag

Retirement isn’t just about having enough to stop working.

It’s about having enough to live the life you actually want.

08/20/2026

Tax Planning Beats Tax Surprises

Taxes shouldn’t be a once-a-year conversation.

A little planning throughout the year can make a big difference.

The Most Overlooked Part of Retirement Planning: Turning Your Savings Into a Paycheck 08/20/2026

You spent 30 or 40 years learning how to save for retirement. Then retirement arrives and suddenly you’re supposed to start spending it. 😄

My latest article looks at one of the most overlooked parts of retirement planning: turning your savings into a paycheck—and why having a plan matters.

The Most Overlooked Part of Retirement Planning: Turning Your Savings Into a Paycheck For most of your working life, retirement planning has a fairly straightforward message:Save money.Then save some more.Max out the 401(k) if you can. Contribute to an IRA. Invest for the long term. Don't panic when the market falls. And, most importantly, try not to touch the retirement accounts.You...

08/18/2026

Wealth Loves Boring

Building wealth isn’t always exciting.

Sometimes it’s simply making the smart choice over and over.

08/14/2026

Retirement Has No Weekend

You planned for retirement.

But have you planned for what you’ll actually do with all that free time?

08/14/2026

Financial Shower Thought #8

We’ll spend 20 minutes finding a $10 coupon…

Then make a $10,000 financial decision in five minutes.

08/13/2026
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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