Santa Rosa Valley, CA Office
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Equity Management Group
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Firm-wide stats for Equity Management Group
About
Equity Management Group advises individuals (including high‑net‑worth and non‑HNW clients), as well as non‑profit organizations, retirement and profit‑sharing plans, trusts, estates, and business entities. The firm delivers fee‑only financial planning and discretionary portfolio management, employing a mix of stocks, mutual funds, ETFs, bonds, options, and master limited partnerships.
The firm develops individualized investment plans using a client questionnaire and a personal wealth management portal, and it asks clients to review updates at least annually while also issuing a quarterly newsletter. Investment decisions combine purchased and proprietary fundamental research, portfolios are reviewed at least weekly by the three‑advisor team, and trades are aggregated through a lead custodian platform when feasible.
Founded in 1987, the small, multi‑generational team manages roughly $67 million for about 81 client accounts, supporting a relatively hands‑on, frequent review process and discretionary oversight. Distinctive operational practices include its fee‑only fiduciary stance, occasional use of options and MLPs to modify risk or generate income, and a policy that leaves proxy voting to clients rather than voting securities on their behalf.
Based on Equity Management Group
Location
Santa Rosa Valley CA
Advisors at this office
2
Advisors at this office
Sarah G
Series 65
Santa Rosa Valley, CA
Equity Management Group
Sarah Gassert is a Series 65-licensed advisor at Equity Management Group with no prior industry experience. She has worked at DAV Energy Solutions from 2019 to 2021 and has been with Equity Management Group since 2013. Equity Management Group is a fee-only firm that provides investment management and financial planning to individuals, trusts, estates, non-profits, and retirement plans under a fiduciary standard. The firm offers discretionary portfolio supervision and builds individualized investment plans tailored to clients’ goals and risk tolerance, utilizing a combination of independent research and proprietary analysis.
Vernon D
CFP®, Series 63, Series 65
Santa Rosa Valley, CA
Equity Management Group
Vernon Dransfeldt is a CFP® professional with nine years of industry experience, currently serving as an advisor at Equity Management Group since 2016. He holds Series 63 and Series 65 licenses and operates out of Santa Rosa Valley, CA. Equity Management Group provides fee-only financial planning and discretionary portfolio management to individuals—including high-net-worth and other clients—as well as non-profits, retirement plans, trusts, estates, and business entities. The firm employs a combination of stocks, mutual funds, ETFs, bonds, options, and master limited partnerships, supported by individualized investment plans and regular portfolio reviews by its three-advisor team.
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