At Napa Wealth Management, we invest the time to really get to know our clients, understand their financial situations, and assess their current and long-term financial needs. As Certified Financial Planners, we then help our clients organize their finances and create a comprehensive and realistic financial plan that guides them toward the realization of their financial goals and lifetime dreams.

 

Financial Planning

Having a financial plan is like having a road map before embarking on a journey– it’s essential to be sure you get where you want to go. Napa Wealth Management understands this. Two of our principals, George P. McCuen and James H. Riley, are Certified Financial Planners, holders of the industry’s most prestigious designation. We look beyond the conventional idea of products and services to determine new ways of thinking and problem solving. We create personalized financial plans that not only help clients accumulate capital for retirement but also anticipate cash needs for such major outlays as funding children’s or grandchildren’s educations or a daughter’s wedding.

Retirement Planning

Napa Wealth Management is particularly well versed in retirement planning issues. We help clients build wealth on a tax-deferred basis before they retire, and after retirement, help them increase their income while preserving their capital.

Roll-Over Specialists

We have special expertise in roll-overs of 401(k),   403(b), 457, and other retirement plans due our experience and knowledge of tax issues governing retirement plans and distributions. We also help clients before they retire to select the best investment options under their corporate plans.

Estate Planning

The aim of Napa Wealth Management’s estate planning service is twofold: to ensure that clients’ assets are positioned for distribution in accordance with their wishes, and to help their heirs receive the maximum possible financial benefit while minimizing taxes.