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We specialize in helping Women in STEM and Retirees build, manage, and protect their wealth. Our tailored financial strategies focus on keeping more of your money working for you with thoughtful, lifetime tax planning.

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Schedule Free Intro Call

We're excited to chat with you. We'll discuss your current situation and how we can help you achieve your goals. We'll also share information about our services and team.

Logo of Embrace Wealth Management with a green gradient background featuring bamboo stems and leaves.

📍 527 Flume Street, Suite 6, Chico, CA 95928

Call.Fax.Text 530-349-4738

Office@EmbraceWealthMgmt.com

Monday - Friday

9:00 am - 5:00 pm Pacific Time

 

  • Yes. Embrace Wealth Management’s Certified Financial Planners (CFP®) act as fiduciaries for all clients in Chico, Northern California, and nationwide. This means advice and recommendations are always made with your best interests in mind—never commissions or outside influences. You can trust that your needs come first, whether you’re local or working with us virtually.

  • You can reach our team at Embrace Wealth Management by phone, text, or email. Our Chico office is located at 527 Flume Street, Suite 6, Chico, CA 95928. We’re available Monday through Friday, 9:00 AM–5:00 PM Pacific Time, and welcome inquiries from clients in Chico, Northern California, and nationwide.

  • Yes, we provide a free introductory call. During this call, we’ll discuss your financial goals, explain our services and team, and answer any questions—there’s no obligation to move forward.

  • We specialize in working with women in STEM and retirees, offering tailored tax-saving and wealth-building strategies. Our personalized approach supports clients in Chico, throughout Northern California, and across the United States.

  • Absolutely. We respect your privacy and will never share your information. Our practice follows a strict privacy policy, and we promise to keep your details safe from spam or unwanted communications.

  • Simply drop us a note, call, or book your free intro call through our contact page. We’re excited to help clients locally in Chico and serve individuals and families nationwide with trusted financial guidance.

  • No. While our website and resources speak directly to Women in STEM and Retirees, we welcome clients of all genders and backgrounds who value fiduciary advice and collaborative planning. Our specialization comes from deep experience with the financial questions women professionals and retirees face, such as complex equity compensation, retirement income design, and tax planning across a lifetime.

    What matters most is fit. Clients who work best with us want a long term partnership, appreciate clear education around their options, and prefer advice that puts their interests first at every step.