Napa Wealth Management Selected as One of The Most Dependable™ Wealth Managers of Northern California

What Matters Most To You Is What Matters Most To Us.

Napa Wealth Management helps successful families build wealth and create multigenerational financial legacies. We are devoted to protecting and building your wealth sensibly through a full range of financial management operations, including financial and estate planning, investment management, insurance, tax planning and preparation, and accounting services.  With over 58 years of combined financial, investment and tax experience, the principals at Napa Wealth Management are devoted to your life’s goals through sensible growth and preservation of wealth.

Our View

Managing a family’s finances is more complex today than ever before. There are more demands on capital, more options to evaluate, and more pressure to invest wisely. Many people believe they need assistance but don’t know where to turn for helpful, unbiased advice. Stockbrokers, bankers, insurance agents, and mutual fund sales people compete to sell products but often don’t spend enough time considering what a family wants or needs. Napa Wealth Management is different. We listen attentively to our clients and help them clarify their financial situations, goals and aspirations. Then we work with them – on a fee basis, not commission – to develop a conflict-free financial plan and a risk-adjusted investment strategy to help them achieve their financial goals and objectives.