Creekside Partners
Creekside Partners is a Petaluma-based fiduciary advisory firm dedicated to putting clients' interests first while providing customized financial management and investment solutions. Catering to a diverse clientele, from young entrepreneurs to retirees, they focus on the life events that shape financial planning, ensuring a coordinated approach to wealth protection and legacy growth.
With a specialty in municipal bonds, Creekside Partners emphasizes safe, tax-efficient income strategies, leveraging decades of experience to minimize risks and taxes for their clients. Their small firm environment promotes personalized service while maintaining the sophistication and resources typically associated with larger institutions.
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