Sharon’s passion is solving financial problems. She pulls from her 36 years of industry experience to find thoughtful, creative, and effective ways to help clients find their TruNorth. Working from her Sacramento office, she works with clients on the West Coast and across the country providing wealth planning and investment advice to individuals, families, corporations, and private foundation boards. She understands the unique complexities that exist with substantial wealth accumulation. Sharon focuses on being available to her clients whenever they need her. Whether they’re seeking help in making a swift decision based on market activity or wanting to simply chat about potential long-term p