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South Placer Wealth Management GroupFinancial advisor in Rocklin, CA

South Placer Wealth Management Group is a financial advisor at 3175 Sunset Blvd #102, Rocklin, CA 95677, ranked #24 of 33 wealth managers in Rocklin and rated 4.0 from 4 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Rocklin, CAUpdated 0 paid placements in any rankingHow we rank

Call (916) 259-1402Website ↗

Key facts

Key facts about South Placer Wealth Management Group
Address3175 Sunset Blvd #102, Rocklin, CA 95677Get directions
Phone(916) 259-1402
Websitespwmg.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating4.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves Rocklin and 11 towns within 25 miles: Roseville, Granite Bay, Citrus Heights, Antelope, Orangevale, Lincoln, Folsom, Foothill Farms, North Highlands, Fair Oaks and El Dorado Hills.

Based in Rocklin, CAView on map

Opening hours

Opening hours for South Placer Wealth Management Group
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about South Placer Wealth Management Group

How is South Placer Wealth Management Group ranked in Rocklin?

South Placer Wealth Management Group is ranked #24 of 33 wealth managers in Rocklin by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are South Placer Wealth Management Group’s hours?

South Placer Wealth Management Group is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does South Placer Wealth Management Group serve?

Serves Rocklin and 11 towns within 25 miles: Roseville, Granite Bay, Citrus Heights, Antelope, Orangevale, Lincoln, Folsom, Foothill Farms, North Highlands, Fair Oaks and El Dorado Hills. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about South Placer Wealth Management Group?

South Placer Wealth Management Group has a rating of 4.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact South Placer Wealth Management Group?

Call South Placer Wealth Management Group on (916) 259-1402. The business is at 3175 Sunset Blvd #102, Rocklin, CA 95677. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

South Placer Wealth Management Group compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
South Placer Wealth Management Group (this business)—634.0 (4)NoNo
Merrill Lynch Wealth Management#22634.4 (5)NoNo3.0 mi
We Alliance Wealth Advisors, Inc.#23634.2 (5)NoNo3.0 mi
Sonoma Wealth Advisors#25625.0 (4)NoNo13.7 mi

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