Financial Advisors & Wealth Management Services in Sacramento
Allworth's Sacramento 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.
Your Sacramento Wealth Management Team
This is where it all began. In 1993, Scott Hanson and Pat McClain established this Sacramento office as the starting point for what would become Allworth Financial. And more than three decades later, our Sacramento team of fiduciary advisors and in-house wealth planning specialists continues to serve individuals, families, and professionals across the greater Sacramento region with the same commitment to coordinated, fiduciary wealth planning that defined the firm from the start.
Sacramento's community of government leaders, healthcare executives, business owners, and established families brings with it a broad range of planning complexity: multi-layered portfolios, tax-efficient income strategies, business interests, and long-term legacy goals. Our team is designed to address all of it.
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