Herrera May Wealth Management

Name: Herrera May Wealth Management
Address: 100 Howe Avenue, Sacramento, CA, 95825, US
Telephone: (916) 235-8749
Price range: $$$
Rating: 5

Personalized financial planning for a secure and confident future.

5(5 reviews)

financial-advising

$$$

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About

Herrera May Wealth Management is a trusted financial advisory firm in Sacramento, specializing in personalized retirement planning, investment strategies, and comprehensive wealth management. With a client-focused approach, the team, including Thomas May and Brent Herrera, provides bespoke solutions tailored to individual goals, emphasizing transparency, education, and long-term relationships. Known for their Midwestern values of honesty and reliability, they help clients navigate financial complexities with confidence, ensuring peace of mind for retirement and beyond.

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Location

100 Howe Ave #120s, Sacramento, CA 95825, USA

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Information

100 Howe Avenue

Sacramento, CA, 95825

(916) 235-8749 herreramay.com/

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Services

Retirement Planning

Customized strategies to ensure a secure and sustainable retirement, addressing concerns about running out of money.

Investment Management

Personalized investment advice and portfolio management to grow your wealth based on your individual goals and risk tolerance.

Financial Planning

Comprehensive financial plans that cover all aspects of your finances, written to align with your lifestyle and philosophy.

Life Insurance Guidance

Expert assistance with life insurance policies, including clarification, benefit adjustments, and policy optimization.

Wealth Strategy Consultation

Bespoke financial solutions tailored to your unique situation, with detailed explanations of recommendations and alternatives.

5.00 · 5 reviews

Overall rating

Kathy Sowers

via Google

· 9 months ago

Thomas May guided me through getting clarification about my life insurance policy and making some benefit adjustments. He has been professional, helpful, courteous and available. It has been refreshing to have "in person" expertise and input.

Stephanie Smith

via Google

· 10 months ago

Working with Herrera-May has been fabulous! I had an introductory conversation with both Brent and Thomas where I felt they both really worked hard to understand me and had complimentary styles. After that Thomas and I met several times to go more in depth. The recommendations they came back with really felt bespoke and so carefully considered. Thomas took the time to explain not just what they recommended, but also why and why they DIDN'T choose other options. It really feels like he invests in the relationship with you and cares about finding the best solution for you as an individual. There was no feeling of boiler plate solutions or trying to force your situation into a mold. I really couldn't recommend them more!

Bronwen McGarva

via Google

· 10 months ago

Thomas May is the broker I chose after I swore "no more brokers." I'm about to retire with that dreaded feeling that I'll run out of money. Because my own approach to growing my investments wasn’t working, I reached out to Thomas with some skepticism after I saw an ad. His soft-spoken manner and willingness to listen to my concerns, and I mean I’m nervous now, impressed me. Truth time - I am not an easy client, but Thomas didn’t’ seem ruffled. He put together a retirement plan that for the first time gave me hope. I wasn’t surprised to read in his bio that he’s from the Midwest. My best friend is from Nebraska and my in-laws are from the Canadian Prairies. Midwesterners are my favorite people, not flashy but can get me laughing – and in Thomas’ case, trusting - faster than almost anyone else. I am deeply suspicious of brokers’ motives, and I loathe slick salesmen. Thomas is straight-up, and I am now confident that I can retire in two months and finally breathe. Thank you, Thomas!

Daniel Mishell

via Google

· 1 year ago

I started consulting with Thomas and Brent in August 2024. I’d had financial planning assistance before, but I felt like I needed a fresh start after my wife and I separated in 2023. In our first meeting, they immediately impressed me with their knowledge and professionalism. I liked that after they asked questions, I could see they carefully listened to my answers, always taking notes and asking practical follow-up questions. Not long after providing them with the details of my finances, they created a financial plan that was both comprehensive and written in a way that acknowledged my philosophy of personal finances as a means to an enjoyable lifestyle, not just a measure of professional success. I know that finding someone to help with any kind of finances can be daunting, especially for people, like me, who weren’t well-educated in this area growing up. For anyone in a similar position looking to better understand their current finances as well as plan wisely for the future, I can recommend Thomas and Brent without reservation.

kingoffunny7

via Google

· 2 years ago

I needed a lot of help with building my retirement account so I could one day retire. Thomas was the most professional and informative advisor you could ask for. He is very patient and answers any questions you might have. I feel very confident that I am getting the best advice for my situation. I highly recommend Thomas to help in any of your financial situation . He is also very responsive when you call or email.

Encompass Wealth Advisers is a trusted insurance agency in Sacramento, specializing in personalized health, life, and wealth management services. Led by Chris Bozzuto, the team offers expert advice on Medicare, supplemental coverage, Affordable Care Act plans, and life insurance, ensuring clients make informed decisions tailored to their needs and budget. Known for its friendly, professional approach, the agency provides face-to-face consultations to simplify complex insurance choices.

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