North Bay Business Journal

The Business Journal surveyed wealth management advisers across the North Bay on three questions related to the investment climate today and long term.

Wealth managers surveyed were Colleen Supran of Bingham, Osborn & Scarborough, Charles Root of Double Eagle Financial, Steven Jenkins of Exchange Bank, Brian Pon of Financial Connections, James Burleson of Greenleaf & Burleson Wealth Management, Neil Hennessy of Hennessy Funds, Noah Jacobson of Jacobson & Breen Wealth Strategies, James Demmert of Main Street Research, Montgomery Taylor of Montgomery Taylor & Company, John Whiting of Moss Adams Wealth Advisors, Greg Friedman of Private Ocean, Clark Jorgensen of Private Wealth Partners, Michael Gradl of Redwood Credit Union, Michael Schmitz of Schmitz Capital Partners, Eric Aanes of Titus Wealth Management, Jon Mallon of UBS Financial Services, Evan Oliver of VERITY Wealth Advisors, Henry Pilger of Vista Wealth Management, Irv Rothenberg of Wealth Management Consultants, Bruce Dzieza of Willow Creek Financial Services and Alice King of Wine Country Wealth Management.