Empowering Sacramento’s Retirees, Business Owners & Families

At Wealthwise Partners, we’re bringing our personalized wealth management and financial planning experience to the Sacramento community. With over 55 years of combined experience and a commitment to building lifelong client relationships, we help you navigate retirement, estate planning, investments, and more — with a strategy as unique as your goals.

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Case Studies

Investment Strategies and Guidance Built Around Your Needs

Financial Planning

Tax Management

Business Succession

Retirement Planning

Behavioral Coaching

Team Coordination

About Us

As established financial advisors serving the Sacramento community, we’ve learned a few things along the way. Whether it is managing your family finances, your business, or life’s transitions, doing so does not have to feel so overwhelming. At Wealthwise Partners, we are credentialed, valued guides for you to rely on as you contemplate important financial decisions.

Who We Serve

Business Owners

At Wealthwise Partners, we provide business owners with valued advice and resources designed to help you

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Impact-Makers

For many of the people we work with, their focus has shifted beyond personal money management to leaving the world in a better place.

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Retirees

At Wealthwise Partners, we bring confidence to pre-retirees and retirees as they navigate the challenges of retirement.

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“Ann Marie has been my financial and wealth planner since 2016, and I couldn’t be happier!
I moved my portfolio from Stifel to Wealthwise Partners when she opened up the business with her partner, Courtney (whom I’ve also come to respect and admire), to remain Ann Marie’s client because I trust her to guide me in making the best financial decisions for my retirement.
Year after year, I watch her expand her knowledge and keep up with industry developments. She meets with me annually and always responds to questions I have in the interim within a day. I couldn’t ask for a better relationship!”

- Haley L.

This statement is a testimonial by a client of the financial professional as of 3/12/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“Courtney has been so helpful with the planning of our future. She will always take the time to sit down with us and go over questions and/or concerns we have about our retirement. She provides detailed notes with the financial break down so we can understand it fully without feeling we’re all speaking another language. We feel very confident with Wealthwise and recommend our friends to contact them to at least have a conversation about their future.”

- Cherie A.

This statement is a testimonial by a client of the financial professional as of 3/12/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.

“Wealthwise Partners have been the financial partners I have needed. Communicative, willing to help, easy to understand - I have appreciated all their help and support over the years.”

- Jill M.

This statement is a testimonial by a client of the financial professional as of 3/12/2025. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.