Celebrating a Milestone

By Cynthia Calderon

Transcend Wealth Partners has leased a new office space in Petaluma, marking an exciting milestone for our growing business. Our new office, leased June 1, 2019, is headquarters for Michelle and our support staff person, Gina. 

Michelle, and her husband, Toby, contributed many hours of physical labor laying new flooring, adding cabinetry and assembling office furniture to make the space beautiful. Now we have the added benefit of displaying some of Toby’s sensational artwork on our walls. How fun to discover the hidden talents of Michelle and Toby! 

One of the joys of owning a business is celebrating each milestone as a step toward our success. With that in mind, we spent a spectacular September evening on the rooftop of the historic Burdell brick office building to celebrate our new location with friends, family and colleagues.

True to our values of building relationships and promoting our communities, we featured three North Bay distilleries, a local wine maker, catering from a farm-to-table restaurant and a backdrop of music from extraordinary local band members Zach Hammer and Pete Hale. The distilleries were Stillwater Spirits, Savage and Cooke and Barber Lee Spirits. Barber Cellars provided the wine, and the talented chef of Central Market catered the event.

Thanks to all of you who helped make this a special celebration by sharing this lovely evening with us.

Transcend Wealth Partners has a beautiful new family office space in Petaluma, California, where we welcome you and your family to learn more about our trusted boutique family office services.