Financial Advisors & Wealth Management Services in Folsom
Allworth's Folsom office works with individuals, families, and professionals across the greater Sacramento region whose wealth demands more than conventional advice. Our in-house financial planning team coordinates investment management, tax strategy, legacy planning, and risk management within a single advisory relationship, so no decision gets made in isolation.
Meet Your Folsom Financial Advisory Team
Allworth's team of fiduciary financial advisors and our in-house wealth planning specialist have served the greater Sacramento area for more than 30 years. Folsom's professionally driven, high-income community reflects the kind of financial complexity our team was built to coordinate: multi-layered portfolios, tax-efficient planning across income sources, business interests, and long-term legacy goals.
Our Folsom office is also home to Money Matters, one of the longest-running financial radio shows in the country. Hosted by Allworth co-founders Scott Hanson and Pat McClain, the show brings decades of combined experience to the financial questions real investors are asking right now.
Located just off Highway 50 at the East Bidwell Street exit, inside the Palladio. We're easily accessible from across the Sacramento region, including El Dorado Hills and Granite Bay. Free parking is available on-site in front of the building, as well as in the East Bidwell Street Parking Garage.
Our Integrated Services
With Allworth, you have direct access to a team of in-house financial specialists across investment strategies, tax planning, estate and legacy planning, and risk management. It all works together as part of one, coordinated strategy.
.svg){kind=icon}
.svg){kind=icon}
.svg){kind=icon}
.svg){kind=icon}
.jpg?width=800&height=528&name=auto-enrollment_1366x340%20(1).jpg)
