Owens Estate & Wealth Strategies Group offers a broad spectrum of expertise and a commitment
to client relationships . This investment
management company ’ s financial advisors
work to forge personal relationships , tailoring
portfolios to help every client accomplish
short- and long-term goals .
“ Our core desire is to know clients intimately
so our advice is relevant to them as a
person , not just a blanket statement ,” says
Sonia Jenkins , partner and CEO . “ We take
great satisfaction in being able to serve a
client ’ s individual needs .” With fee-based
rather than commission-based services , the
firm thrives on robust financial planning
and estate consulting , as well as working
with businesses for retirement planning or
ownership transitions .
Ettlin , Dylan Blomgren and Peter Ketchand . A main office in Grass Valley and second office in Auburn serve local clients as well as clients nationally and internationally .
“ We are very team-oriented , so everyone in our firm will interact with all clients in some form or fashion ,” Jenkins says . “ With our team ’ s structure , though , each member has specialties and clients know which advisor to call with a request so they ’ re not going through a queue for each of their needs .”
The Owens partners look to expand in the future , growing their Auburn office and its client base , and bringing on additional advisors to serve existing clients and to help with future acquisitions . New advisors would include those looking to retire in the next few years , so the firm can help their books of business grow and ultimately create a
“ Whether you ’ re in retirement actively living on investments , strategizing an imminent retirement , or laying an early foundation for your life ’ s journey , we ’ re here to assist you at every step .”
— Sonia Jenkins , CEO
Established in 2008 by founder Mary Owens ,
the firm was acquired in June 2020 by
Jenkins and partners Matthew Olsen , Kellie
succession plan as they do retire .
“ Whether you ’ re in retirement actively living on investments , strategizing an imminent
retirement , or laying an early foundation for
your life ’ s journey , we ’ re here to assist you at
every step ,” Jenkins says .