Willow Creek Named to Top 300 Investment Firms Nationwide

Willow Creek Wealth Management, Sebastopol, has been named one of the Top 300 Registered Independent Advisory firms in the United States for a third year in a row, by the Financial Times, a leading international financial news publication for over 100 years. “We are honored by this international recognition and proud to be included for […]

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Willow Creek Featured by TD Ameritrade Solutions

Willow Creek Wealth Management was featured by TD Ameritrade Solutions magazine for our best practices in operational efficiency.   COO, Kelly Noonan and CEO, Bruce Dzieza were interviewed to gain insight into how the firm has accelerated growth while maintaining a commitment to serving clients.   The interview resulted in the “Top 10  Lessons on Change from […]

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Willow Creek named Top 300 Registered Investment Advisors

We are proud to announce that Willow Creek Wealth Management has been named one of the Top 300 Registered Investment Advisers in the U.S. for the second year in a row by Financial Times, a leading financial news publication for over 100 years. The Financial Times methodology examines the database of RIAs that are registered […]

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DFA’s Disciplined Approach Earns It a Top Mark

The firm puts theory into practice with a focus on investors. Morningstar recently issued a new Stewardship Grade for DFA. The firm’s overall grade–which considers corporate culture, fund board quality, fund manager incentives, fees, and regulatory history–is an A. What follows is Morningstar’s analysis of the firm’s corporate culture, for which DFA receives an A. […]

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Willow Creek Selected as FT Top 300 Advisor

The Financial Times published this inaugural edition of the FT 300 Top Registered Investment Advisers, providing a snapshot of the best advisers to be found across the US.  The team at the Financial Times’s sister publication, Ignites Distribution Research, set a minimum standard for RIA firms of $300m in assets under management (AUM), and then […]

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Bruce Dzieza on the ABC Nightly News

Bruce Dzieza appeared on the November 21, 2012 airing of the ABC Nightly News. Please click the link below to view the news piece. http://abclocal.go.com/kgo/story?section=news/politics&id=8894778 Bruce DziezaCFP®, CEO & Managing Partner, Senior Wealth Advisor willowcreekwealth.com/team/bruce-dzieza/ […]

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North Bay Business Journal Interviews Willow Creek Financial

A Long-Term Approach is the Key to Successful Investing For the May 21st edition, the North Bay Business Journal interviewed Jason Gittins, a Willow Creek Financial partner, about how investors can manage their concerns about the economy, stock market volatility, and personal financial planning. Below is Jason’s excerpt from the article. “Today, it is more […]

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West County in the NYT!

An Arts and Culture Hub We wanted to share a very nice, feel-good article that appeared recently in the New York Times. It espoused what those of us who live and work in West Sonoma County already knew – there is a lot more going on than the winery scene. Sebastopol in particular was quoted […]

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