At Wasson Investment Services we work with families to help build, protect and pass on their family wealth, values and purpose. Our mission is to assure each client's family legacy and assist them in achieving the goals and objectives that are most important to them by integrating all areas of planning: financial, insurance, tax and legal strategies.

Located in the heart of the Wine Country, we have been serving the residents of the Sonoma County since 1999, providing them with a strong, stable foundation where not only wealth, but also family values are protected, nurtured and grown. Wasson Investment Services offers wealth, value, and purpose for you, your children and for generations to come.