Wasson Investment Services

Wasson Investment Services is a financial planning firm in Rohnert Park that focuses on retirement income, Social Security timing, life insurance and portfolio risk for families and businesses. Its core offerings include income planning across the accumulation, distribution and preservation phases, and a five-step retirement planning process built around stewardship, transparency and technology. The firm also runs an Empowering Women program covering longevity and healthcare costs.

An initial analysis is offered at no cost and with no obligation, and clients can call the office or send a message through the website to set one up. Investment advisory services are provided through Brookstone Capital Management, LLC, a registered investment advisor, while insurance products are sold through individually licensed agents. The firm serves Rohnert Park and surrounding communities.