Santa Rosa, CA South E Street Office

Enspire Wealth Management provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts and estates, small businesses, and some pension/profit‑sharing plans, and also offers non‑discretionary advice to participant‑directed retirement plans. The firm typically builds diversified portfolios using mutual funds and ETFs and integrates written financial plans into its ongoing advisory relationship.

The firm follows a consultative process to establish target asset allocations and an Investment Policy Statement for each client, emphasizing long‑term holding with periodic rebalancing and primarily using fundamental analysis to select funds. Most client accounts are managed on a discretionary basis and are monitored regularly, with trades and custody handled through an institutional custodian arrangement.

Notably, the firm reports that it previously operated as a related adviser to another advisory firm but no longer does so, and the principal maintains a separate CPA practice with reciprocal client referrals between the accounting and advisory activities; those relationships and referrals are disclosed and treated as distinct services. With a small team managing roughly $119 million across about 50 clients, the firm operates a concentrated, hands‑on advisory model that yields a relatively high assets‑per‑advisor ratio.