Hello,
I'm Stevan Dority —
a wealth manager, entrepreneur, and wine country enthusiast based in Healdsburg, California.

This page is a simple place to connect and stay in touch.

I work with families, business owners, and professionals who care about both their financial future and their community.

Whether you're focused on building wealth, planning for what's next, or simply looking to connect over a shared love of wine country —
you're in the right place.

I believe wealth is about more than numbers —
it's about creating the freedom to enjoy life, build meaningful relationships, and leave a lasting legacy.

Whether we connect through financial guidance, community, or shared experiences in wine country,
I'm glad you're here.