Allworth Financial of Sacramento

Allworth Financial of Sacramento is a financial planner in Sacramento, CA, located at 601 University Ave #250. The firm serves individuals, families, and professionals across the greater Sacramento region, including Arden Park, Sierra Oaks, Carmichael, Fair Oaks, and Land Park. The office is situated within the Campus Commons complex between Fair Oaks Blvd and Howe Ave, with easy access from Highway 50 and ample on-site parking. The business holds a rating of 3.90.

Scott Hanson and Pat McClain established this Sacramento office in 1993 as the starting point for what would become Allworth Financial. More than three decades later, the team of fiduciary advisors and in-house wealth planning specialists continues to serve the area with a commitment to coordinated, fiduciary wealth planning. The firm works with clients whose wealth demands more than conventional advice, addressing multi-layered portfolios, tax-efficient income strategies, business interests, and long-term legacy goals. Clients have direct access to a team of in-house financial specialists across investment strategies, tax planning, estate and legacy planning, and risk management, ensuring that no decision is made in isolation.

The advisory approach integrates investment management, tax strategy, legacy planning, and risk oversight within a single relationship. Specific offerings include scenario modeling to evaluate major decisions, cash flow and liquidity planning, and retirement income sequencing designed to manage tax exposure across account types. The firm provides Social Security optimization, tax-efficient portfolio construction, and forward-looking tax strategy integrated into the broader wealth plan. Services also include assessing Roth conversion opportunities using a multi-year tax outlook, charitable giving strategies involving donor-advised funds, qualified charitable distributions, and charitable remainder trusts, and business sale and liquidity event tax planning.

Estate and legacy planning involves trust design, coordination across revocable and irrevocable structures, and alignment with current investment and tax strategies. The in-house insurance specialists evaluate life, long-term care, and liability needs within the full financial context to preserve stability. The firm also supports employers with defined contribution plans, helping to meet fiduciary responsibilities through plan design, diverse investment menus, and employee education materials.

Allworth Financial of Sacramento combines its long-standing local presence with integrated fiduciary expertise to provide comprehensive financial guidance for complex wealth needs in Sacramento.

The firm is located at 601 University Ave #250, just over a tenth of a mile from Fair Oaks Boulevard and the Campus Commons neighborhood. It sits near the Chrome Mustang public artwork, the Campus Commons Pond, and the Guy West Bridge.

BizScoreAI awards the business a Technical score of 97 out of 100, ensuring the website is secure and indexable so search engines can read it without errors. The Content Quality score of 75 out of 100 reflects clear page descriptions that answer customer questions, allowing AI assistants to quote the content directly. The business ranks number 2 of 16 Financial planner businesses that BizScoreAI has scored in Sacramento.

Services:

• Estate Planning
• Financial Planning
• Investment Management
• Tax Planning
• Wealth Management