A plan for your financial journey

Any successful adventure requires a plan: checking the weather, mapping the route, and packing supplies.

When it comes to your finances, are you lost in the wilderness without a plan?

By choosing us as your financial trail guide, we will take care of the details so you can focus on experiencing your journey.

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We are based in Sacramento, California but serve clients across the country.

Our clients come from many different backgrounds, but we have deep expertise in the following areas:

California Pension Plans

  • Public employees (CalPERS)

  • Educators (CalSTRS)

  • University of California (UCRP)

Stock-Based Compensation

  • Stock options (ISOs and NSOs)

  • Stock grants (RSUs)

  • Employee share purchase plans (ESPPs)

Millennials and Gen Z

  • First-time home purchasers

  • Navigating life transitions with family or career

Rooted in Sacramento, serving clients nationwide

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What we offer

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Financial Planning

Planning is at the core of what we do. Our holistic planning approach considers everything from cash flow to insurance to develop recommendations suited to your goals.

We offer flexible pricing and service options including flat-fee and short term engagements.

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Investment Management

We also offer investment management services to our planning clients as an optional add-on service.

Our investment philosophy is simple: construct low-cost diversified portfolios tailored to your goals and risk tolerance.

Committed to putting clients first

At Manzanita Wealth Management, our mission is to make high-quality financial advice and investment management available to everyday people. When you work with us, you can be assured of three things:

We are fee-only - we do not sell products or earn commissions or kickbacks on anything we recommend.

We act as your fiduciary - we are required by law and oath to always put your best interest first.

We are independent - we are not affiliated in any way with another financial company such as a bank or life insurance company.

We are proud members of these professional organizations

The image displays a sign that reads "Fee > Only" with the words "Network Member" underneath.
Logo for NAPFA - The National Association of Personal Financial Advisors
Xypon XY Planning Network Emerald Member badge with blue background, white text, and a logo with a stylized leaf.