North Bay Wealth Management is an independent, SEC-registered investment advisory firm based in Petaluma, California, serving clients in states where it is registered or otherwise permitted to provide advice. The firm helps individuals plan for retirement and make informed financial and investment decisions, with an emphasis on making the transition to retirement more manageable.

Its retirement planning process begins with a conversation about each client’s goals, such as travel, living debt-free, or renovating a home. North Bay Wealth Management then develops a personalized strategy outlining steps toward those goals and provides guidance as clients move from their careers into retirement. The firm also encourages clients to consider questions around retirement timing, Social Security, plan costs, and how their plans may respond to economic downturns. Services include professional advice, planning support, and ongoing performance monitoring. Prospective clients can schedule an appointment to discuss their needs and receive feedback. North Bay Wealth Management is located at 140 2nd Street, Suite 310, Petaluma, California. Investment advice involves risk, including possible loss of principal.