Our Story

The Sonoma Wealth Management Group at Morgan Stanley is an experienced tightly knit group of highly credentialed financial professionals. We combine our talents to help clients of substantial wealth simplify and manage their complex personal and financial lives. We can help you navigate the complexities that come with financial success, so you and your family are free to focus on the people, issues and activities that enrich your lives.

Working closely with you and your tax and legal advisors, Sonoma Wealth Management Group helps you address the unique challenges of significant wealth.
Services Include
  • Wealth Management1
  • Estate Planning Strategies2
  • Financial Planning3
  • Philanthropic Services
  • Sustainable Investing4
  • Alternative Investments5
  • Trust Services6
  • Wealth Consulting
  • Business Succession Planning7
  • Cash Management8
  • Professional Portfolio Management9
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Working With You

The goal of our process is to help you create a comprehensive wealth management plan to reach your most important personal, professional and philanthropic goals. We begin by learning about your history, your family, your interests, concerns and aspirations. We then reach out to your CPA and estate attorney to familiarize ourselves with your existing estate planning and coordinate our strategies. This discovery process enables us to develop an appropriate plan designed to help grow, preserve and transfer your wealth. Once implemented, we closely monitor your strategy to make sure it stays current with your goals in an ever-changing financial and personal world.

    National Recognition:

    • Forbes Magazine Top 250 Women Wealth Advisors
      Rupa Jack, 2018
    • Forbes Magazine Best-in-State Advisors
      Rupa Jack, 2018
      Ivar Bolander, 2018
      Craig Franklin, 2018
    • Forbes Magazine America’s Top 200 Women Advisors
      Rupa Jack, 2017
    • Financial Times Top Financial Advisers, 2015, 2016
      Ivar Bolander, 2015, 2016
    • National Association of Board Certified Advisory Practices Risk Management Star
      Rupa Jack, 2012-13

    Our Clients

    We work with an exceptional clientele of innovators, entrepreneurs, business leaders and their families. Many of our clients have had a significant liquidity event and need help managing the financial and interpersonal complexity it creates. We provide the experience, expertise and resources to help them protect what they have earned, pursue their most important goals, and simplify every aspect of their financial lives.

      Location

      3562 Round Barn Circle 1st
      Fl
      Santa Rosa, CA 95403
      US
      Direct:
      (707) 524-1000(707) 524-1000
      Toll-Free:
      (800) 752-5340(800) 752-5340
      Fax:
      (707) 524-1099(707) 524-1099
      700 Main Street
      Suite 315
      Napa, CA 94559
      US
      Direct:
      (707) 252-7177(707) 252-7177

      Meet Sonoma Wealth Management Group

      About Me

      Drawing on over 30 years of experience at Morgan Stanley, Rupa Jack helps families with their personal and financial decision-making process over their lifetime so they can accomplish the things that are most important to them. As a designated Morgan Stanley Family Wealth Director, I have demonstrated knowledge across a broad range of wealth management areas, including estate planning, traditional and alternative investments, control and restricted securities, financing, alternatives, hedging and monetization, and business succession planning. I can also provide our clients with access to an extensive range of family advisory services, including family governance and dynamics, philanthropic services and customized reporting.
      Securities Agent: TX, OR, CA, WY, WI, WA, VA, UT, TN, SC, PA, OH, NY, NV, NM, NJ, NC, MT, MN, MI, MD, MA, KS, IL, ID, IA, HI, GA, FL, CO, AZ, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1268347
      CA Insurance License #: 0C78735

      About Me

      As a Morgan Stanley veteran with over 35 years of experience and a founding member of the Sonoma Wealth Management Group, I focus on the multifaceted, multigenerational financial needs of successful individuals and their families. I have particularly deep experience helping accomplished executives and entrepreneurs manage concentrated equity positions, and I provide knowledge and guidance in the creation and implementation of highly customized investment strategies. My team and I provide access to a broad range of estate planning strategies and other family office services offered in conjunction with my designation as a Morgan Stanley Family Wealth Director.
      Securities Agent: TX, CA, WY, WI, WA, VA, TN, SC, PA, OR, OH, NY, NV, NM, NJ, NC, MT, MN, MI, MD, MA, KS, IL, ID, IA, HI, GA, FL, CO, AZ, AR; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
      NMLS#: 1268381
      CA Insurance License #: 0A68725

      About Me

      With nearly 30 years of experience as a Financial Advisor at Morgan Stanley, I provide thoughtful planning and comprehensive, proactive advice to clients.  I have extensive experience handling the complex financial needs of clients, and work to create customized strategies helping them live the lifestyle they choose and plan for a smooth transition to the next generation.  Consistent with my commitment to planning and education, I received the Certified Investment Management Analyst® (CIMA®) designation from IMCA, taught in conjunction with Wharton Business School and also hold the CFP® certification from the Certified Financial Planning Board of Standards, Inc.  I am keenly interested in the health of our food system and the land that supports it while enjoying being with family, traveling, gardening and the outdoors.
      Securities Agent: TX, CA, WY, WI, WA, VA, TN, SC, PA, OR, OH, NY, NV, NM, NJ, NC, MT, MN, MI, MD, MA, KS, IL, ID, IA, HI, GA, FL, CO, AZ, AR; Managed Futures; General Securities Representative; Investment Advisor Representative
      NMLS#: 1270169
      CA Insurance License #: 0A54850

      About Me

      I have spent most of my 23-year career at Morgan Stanley guiding successful entrepreneurs, executives and other high net worth individuals and families through their wealth planning and asset allocation decisions. As a designated Morgan Stanley Family Wealth Director, I have demonstrated knowledge across a broad range of wealth management areas, including estate planning, control and restricted securities, financing, hedging and monetization, and business succession planning, and can provide our clients with access to an extensive range of family advisory services. I also work with clients to design and implement fixed income portfolios, handle large equity trades and offer advice on their decisions in the alternatives space; and I am responsible for the syndicate area in Morgan Stanley’s Santa Rosa office.
      Securities Agent: TX, CA, WY, WI, WA, VA, TN, SC, PA, OR, OH, NY, NV, NM, NJ, NC, MT, MO, MN, MI, MD, MA, KS, IL, ID, IA, HI, GA, FL, CO, AZ, AR; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
      NMLS#: 1262368
      CA Insurance License #: 0B78645

      About Me

      I work closely with my fellow advisors to help our clients create and implement comprehensive wealth management plans tailored to their specific needs, goals and challenges. This involves detailed consideration of each client’s current assets and liabilities, cash flow requirements, personal goals and risk tolerance. Our goal is to recommend efficient and realistic ways to help our clients meet their needs and achieve their financial goals. I often work with families and individuals in the earlier stages of wealth creation, drawing on an in-depth knowledge of Morgan Stanley financial planning tools to help them tailor highly customized, long-term plans.
      Securities Agent: TX, CA, WY, WI, WA, VA, TN, SC, PA, OR, OH, NY, NV, NM, NJ, NC, MT, MN, MI, MD, MA, KS, IL, ID, IA, HI, GA, FL, CO, AZ, AR; General Securities Representative; Investment Advisor Representative
      NMLS#: 1290660

      About Me

      Having worked in wealth management for the past 38 years, I bring an experienced perspective to the service of our team’s clients. I take an active role in the design, implementation and maintenance of our clients’ portfolios, working to ensure that their investment strategies remain aligned with their live goals. My training as a Certified Investment Management Analyst® has helped in these efforts, enhancing my knowledge of modern portfolio theory, asset allocation, performance measurement and attribution, and investment manager due diligence. A long-time Napa resident, I am dedicated to giving back to my community, having served on many boards and staying actively involved with numerous non-profit organizations.
      Securities Agent: TX, CA, WY, WI, WA, VA, UT, TN, SC, PA, OR, OH, NY, NV, NM, NJ, NC, MT, MN, MI, ME, MD, MA, KS, IL, ID, IA, HI, GA, FL, CO, AZ, AR; Managed Futures; Transactional Futures/Commodities; General Securities Representative; Investment Advisor Representative
      NMLS#: 1268366

      About Me

      Drawing on 18 years of diverse financial services industry experience as a trader and relationship manager, I support the team's Wealth Advisors in their efforts to deliver an outstanding client service experience. I focus on the smooth functioning of branch operations and work directly with clients to ensure requests are met promptly and efficiently. My extensive background in the investment industry helps to create an attentive service environment for Sonoma Wealth Management Group clients.

      About Me

      Having spent 14 years in the automotive business before joining Morgan Stanley in 2000, I bring a broad perspective to our clients' wealth management needs. As our team's Consulting Group Analyst, my primary responsibilities are investment research, portfolio modeling, and financial planning. I conduct due diligence on investment vehicles, and seek to blend and model investments to find optimal returns at specific risk levels. I am also responsible for assisting in the planning process, working to help our clients address their lifetime goals, needs, risk profiles, and desired legacies. I am proud to work alongside my wife, Rupa, and our son, Steven, and the rest of our team in delivering an outstanding wealth management experience to our clients.

      About Me

      With extensive training in client service and organizational skills honed over 10 years of diverse experience, I support our team's Wealth Advisors in their efforts to deliver an outstanding service experience. I hold a Bachelor of Science in business administration and a Master's of Business administration from San Francisco State University. Prior to joining the Sonoma Wealth Management Group, I worked as client service specialist at Charles Schwab, a licensed banker at JP Morgan Chase and a personal banker at Wells Fargo Bank.

      About Me

      I work to create an outstanding overall service experience for clients of the Sonoma Wealth Management Group, with a particular focus on the management of client scheduling and the preparation of reports for client meetings and calls. Prior to joining Morgan Stanley, I served as the director of customer service with a start-up company, an intern at Hayden Properties, and an intern at Morgan Stanley. In my free time, I work as an artist and freelance graphic designer. I hold a Bachelor of Science in finance with a minor in studio arts from Santa Clara University and a Masters of business administration from University of Portland.

      Investment and Market Perspectives

      On the Markets

      Family

      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
      5 Tips for Talking to Your Kids About Money

      5 Tips for Talking to Your Kids About Money

      Effective discussions about wealth and values can help families optimize their capital to reach their goals.

      Philanthropy

      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
      • Endowments
      • Foundations
      • Donor Advised Funds
      • Impact Investing
      A New Roadmap for Mission Alignment

      A New Roadmap for Mission Alignment

      Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
      The Simple Six-Step Retirement Checkup

      The Simple Six-Step Retirement Checkup

      Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
      6 Keys to Building a Startup

      6 Keys to Building a Startup

      Entrepreneurs share ideas and learnings from the experience of starting a company.

      Mosaic

      Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
      Make Your Words Memorable

      Make Your Words Memorable

      Master public speaking with savvy tips from the pros.

      Insights and Outcomes

      Thought Leadership for our ultra high net worth clients, which contains thought-provoking articles, authored by leading experts from Morgan Stanley Family Office Resources.
      Art as An Asset
      CRC 2274738 01/19

      Art as An Asset

      Art may play a significant role in the context of a collector's overall wealth. Generally, a collector may differentiate financial assets, including stocks, bonds and real estate, from other possessions, such as art.

      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
      Five Smart Strategies to Use a Bonus or Raise

      Five Smart Strategies to Use a Bonus or Raise

      Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

      More from Morgan Stanley

      Consolidate Your Cash at a Competitive Rate

      Consolidate Your Cash at a Competitive Rate

      2.30% APY with Preferred Savings for New Money deposited through your eligible Morgan Stanley brokerage account. Contact me to learn more or click here. Terms apply.
      Learn more about Consolidate Your Cash at a Competitive Rate
      Morgan Stanley and Justin Rose: A Winning Team

      Morgan Stanley and Justin Rose: A Winning Team

      Morgan Stanley and our brand ambassador, PGA TOUR champion Justin Rose, share a set of core values and a common cause: giving books to children in need.
      Learn more about Morgan Stanley and Justin Rose: A Winning Team
      Access Morgan Stanley Online

      Access Morgan Stanley Online

      Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
      Learn more about Access Morgan Stanley Online
      Sign Up for eDelivery

      Sign Up for eDelivery

      With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
      Learn more about Sign Up for eDelivery
      Reserved | Living & Giving

      Reserved | Living & Giving

      Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
      Learn more about Reserved | Living & Giving
      Your Financial World. On the Go.

      Your Financial World. On the Go.

      With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
      Learn more about Your Financial World. On the Go.
      Ready to start a conversation? Contact Sonoma Wealth Management Group today.
      Market Information Delayed 20 Minutes
      Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      3Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      4The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

      5Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are suitable only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.

      6Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.
      Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      8Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

      Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

      9Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

      The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


      CRC 2019752 10/2018