A local firm with a
farmer's work ethic.
North Bay Wealth Management is an independent registered investment advisor in Petaluma, in the heart of Sonoma County - helping families and individuals bring every part of their financial life together under one trusted relationship.
We built North Bay Wealth to be the kind of firm we'd want for our own families: fee-only, and close enough to know you by name. No call center, no rotating cast of advisors - just steady counsel from people who know your plan when you call.
Independence lets us keep the whole picture in view. We’ll talk directly with your CPA and attorney, fold their guidance into your plan, and handle the follow-through - so your investments, planning, and tax and estate work move in the same direction.
And we do it from Petaluma - a community we're part of, not passing through.
The people behind your plan.
A deliberately small team by design. You work directly with the advisor who built your plan, not a call center.
Peter Tennyson, CFP®
Peter has spent his career helping a wide range of clients, from small business owners to high-net-worth families, with deep experience in both investment management and financial planning. He believes everyone deserves to be put on the right path, with a plan built from a real understanding of the people he serves.
A fifth-generation Petaluman, Peter's family story began more than a century ago on the chicken farms that helped put this town on the map. That heritage taught him the value of hard work and patience, and he brings both to his practice. Like his family before him, he plans for the long haul, helping clients build something meant to last for generations.
That next generation is already here. Peter and his wife, Natasha, are raising George and Elizabeth, Petaluma's sixth generation of Tennysons, and are excitedly expecting their third child.
Outside the office, you'll most likely find Peter on a trail in Point Reyes, his favorite place in the world. He has hiked nearly every corner of it, proposed to Natasha there, and returned with her for each of their first five anniversaries as a couple. Closer to home, he spends time in his woodshop, coaches Boys & Girls Club basketball, and cherishes time with his family.
University of California, Davis
Jeremiah Anzelc
Jeremiah brings more than 13 years of operations experience supporting clients and teams with business intelligence software solutions. He transitioned into wealth management to apply that experience in an industry focused on helping people plan for their future. At North Bay Wealth Management, he supports the team in delivering an organized and thoughtful experience for clients, with a strong appreciation for the importance of financial planning and retirement readiness.
A lifelong Northern California resident, Jeremiah has lived in Sonoma County for more than 20 years. Outside of work, he enjoys following Bay Area sports teams including the Giants, Warriors, and 49ers, cooking, spending time with his family, and tackling DIY projects around his home.
Sonoma State University
What guides the way we work.
Independent & fee-only
We're independent and fee-only, compensated only by the clients we advise. As a fiduciary in our advisory work, we put your interests first and disclose and manage any conflicts.
One coordinated plan
Investment management and financial planning, with tax and estate considerations coordinated alongside your CPA and attorney - so the pieces of your financial life work together.
Local & personal
When you call, you reach the person who knows your plan. Rooted in Petaluma, accountable face to face.
Let's begin with a conversation.
A complimentary, confidential introduction - no obligation. Just a clear look at where you stand and how we might help.