Our goal at Sorensen Wealth Management is to provide the technical expertise and personalized service that can build upon the level of wealth you’ve already achieved, protect it for your enjoyment today, and help preserve it for the enjoyment of your loved ones tomorrow. We welcome the opportunity to work closely with you, your family, and your existing fiduciaries to seek development of an overall wealth management plan that does not just meet your financial goals and dreams but exceeds them. By knowing your financial future is in good hands, you will be able to focus on the people and activities you love most.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at email or call us at 805-379-9870. We look forward to hearing from you.

Our Promise To You

• We will be accessible, compassionate and respectful toward you and your family. Our goal is for you to feel comfortable with us, and with the process in general.
• We will operate with complete openness and integrity. When we design, construct and maintain your plan, we will do so with your best interests at heart.
• We will provide you with planning tools, knowledge and strategies, supported by sophisticated technology. Your plan will address market trends and changes, and be completed in an efficient, timely and meticulous manner.
• We will devote the time and energy necessary to fully understand your goals and wishes so we can create a plan that addresses your needs and those of the people you love.
• We will explain your plan so you will understand how the components fit together and feel confident about the results. We want you and your family to enjoy peace of mind.
• We will strive to be your trusted advisor for life. We want you to know you can call us to discuss any concern. We want to provide value to you and your family for years to come.