Corvus Wealth Advisors

Guiding Central Coast families & businesses with retirement plans & lifelong financial advice.

  • About
  • About
    Corvus Wealth Advisors is a locally owned, independent financial advisory firm serving business owners and families throughout the Central Coast. Our team brings decades of experience and a deep commitment to the community we call home, with long-standing relationships built on trust, clarity, and care.

    We specialize in helping Central Coast businesses—especially those in wine and agriculture—design and manage thoughtful, tax-efficient employer-sponsored retirement plans. Our hands-on, relationship-driven approach ensures your plan is not only compliant, but also a valuable benefit that supports your team and your long-term business goals.

    In addition to retirement plan services, we offer personalized financial planning and investment management for individuals, families, and business owners. As fiduciaries, we put your interests first and pride ourselves on delivering clear advice, consistent service, and a deep understanding of what matters most to the people and businesses of our region.

    Let us help you build a financial future as rewarding as the work you do every day.