We contact our clients as often as they want, usually quarterly, to review their financial situations and investment strategies – more often if their needs should change.
Napa Wealth Management was founded on more than just principles of trust and integrity. We believe we have the moral character to do what’s right for our clients. We are dedicated to providing exceptional personal service and building long-term relationships through open and honest communication. At Napa Wealth Management, the needs and interests of our clients will always be our primary consideration.
No two investors are alike. Each has a distinct personality and unique requirements. We make every effort to understand each client’s specific needs and tailor our wealth management and family office services accordingly. Because we are an independent, client-oriented wealth manager, our clients always have direct access to our principals. We understand the importance of communicating directly, clearly, and in a timely manner. We respond promptly to client inquiries, and on every occasion, are available to discuss client concerns.
Statements, Reports & Newsletters
Client portfolios are domiciled at TD Ameritrade, which provides clear and comprehensive monthly statements as well as 24/7 online access to account holdings. We supplement these statements with quarterly performance reports and capital account statements. We also produce “The Sensible Investor,” a monthly newsletter, offering our perspective on market conditions, our current outlook, and timely and helpful information on investments and other family office services.
Independent and Unbiased
Napa Wealth Management is an independent, privately owned firm. Our investment decisions are based on our own research and not dictated by any brokerage firm, investment bank, or mutual fund company. Further, since our fees are based on a percentage of assets under management and not driven by commissions, we do what’s right for our clients. Our fee structure also clearly aligns us with our clients’ interests; we benefit more when our clients’ portfolios grow and they achieve their financial objectives.