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Team

We believe our teamwork approach adds a broader perspective to all we do and can provide increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We can also help answer questions you might have, such as:

  • Can I retire early?
  • Do my investments match my risk tolerance?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Rufus T. Williams, CFP®, ChFC®

President & Wealth Advisor

(707) 435-8400

rufus@solanowealth.com

Rufus Williams is the founder and President of Solano Wealth Management, Inc. As an advisor, Rufus provides financial insight to his clients, assisting them to help accumulate, manage, and  preserve their wealth...

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Frank L. Holloway, CFP®, ChFC®

Wealth Advisor

(707) 435-8400

frank@solanowealth.com

Frank is a wealth advisor at Solano Wealth Management, Inc. As a CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Financial Consultant®, he focuses on helping...

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Carlos R. Mendoza, CFP®, AAMS®

Wealth Advisor

(707) 435-8400

carlos@solanowealth.com

Carlos R. Mendoza is a CERTIFIED FINANCIAL PLANNERTM (CFP®) and an Accredited Asset Management Specialist (AAMS®) with over two decades of experience in the financial industry...

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Kelly Simmers

Administrative Assistant

(707) 435-8400

kelly@solanowealth.com

Kelly has been with Solano Wealth Management since 2013 where she specializes in client service and operations...

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Wendy Harding

Administrative Assistant

(707) 435-8400

wendy@solanowealth.com

Wendy joined Solano Wealth Management, Inc. in 2021. With her background in operations, she helps to cultivate a high-level experience for the clients at SWM...

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