Napa Wealth Management was founded based on the simple belief of providing clients with the type of relationship we would expect for ourselves.
Our process is designed to uncover needs that you might not know you have. Superior client servicing combined with a sensible and tailored investment management methodology provides our clients with the comfort and confidence that they are on the right path toward achieving their financial objectives.
Since 1997, we have acted as a fiduciary for our clients. Beyond the legal requirement of serving our clients’ needs first, our relationship begins with questions which allow us to gain a deeper understanding about how our clients view their wealth. With our client’s objectives at the forefront of our process, we design a strategy to help them achieve their financial goals.
Take our free portfolio stress test.
Grab your portfolio holdings, and a cup of coffee, and enter your positions to find out what the biggest risks are to your portfolio. Our algorithm will determine the biggest risks to your portfolio, from geo-political, interest rates, war, inflation, and 3 dozen more! Being empowered with this information will truly help you know how to help protect your portfolio from events you may not be planning for.
Learn 5 steps to get your financial future rolling
Wondering how your portfolio stacks up?
Give our Chief Investment Officer Tim
a call at 707-252-1343