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.
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.
They Know Their Numbers
You don’t have to love spreadsheets.
But knowing where your money is going is a wealth-building superpower.
The Convenience Cost
Convenience is great.
Until you realize you’re paying extra for it every single week.
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.
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.
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...
Wealth Loves Boring
Building wealth isn’t always exciting.
Sometimes it’s simply making the smart choice over and over.
Retirement Has No Weekend
You planned for retirement.
But have you planned for what you’ll actually do with all that free time?
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 |