North Bay Business Journal

Many aspects of life require careful consideration and balancing of the tradeoffs that arise from competing demands. For example, a common lifestyle tradeoff is working longer hours versus spending more time with your family.

The competing demands within this decision are the income necessary to provide a suitable quality of life for your family versus the immeasurable benefits of quality time spent with them. There is no right answer, but most people understand the tradeoff and attempt to find the balance that is right for them.

The average American spends 45 years or 90,000 hours working. She typically spends about half that time — 20 years or more — retired. Yet, planning for retirement is often overlooked or put off until it’s too late to adequately prepare.

Welcome to the North Bay Business Journal’s inaugural survey of wealth managers serving the North Bay. This section brings together a very broad range of wealth management advisers representing many approaches and sizes.

It includes a list of managers who chose to participate in and passed the rigorous survey testing of the National Association of Board Certified Advisory Practices.

The Business Journal also contacted a wide range of advisers across the North Bay to seek their insights into the current conditions of the investment markets.

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.

Building wealth, retiring comfortably, enjoying financial security. Isn’t this the dream of every business person? Yet, the reason many people never reach their goals is a combination of the seven biggest money mistakes we see in our practice.

NORTH BAY — Financial planning and wealth management is still up in the air due to the lack of new rules on estate taxes and lack of knowledge of where they will go.