Personal Attention
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 Selected as One of The Most Dependable™ Wealth Managers of Northern California
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Napa Wealth Management offers an unusual breadth of financial experience, the convenience of a full-service financial resource, and the benefits of an independent investment firm.
Our firm was founded by George P. McCuen, a Napa Valley native who also serves as our President. Mr. McCuen is a Certified Financial Planner and has been working with medical professionals and individual investors since 1987.
James H. Riley, who is both a Certified Financial Planner and Enrolled Agent (enrolled to practice before the IRS) with expertise in retirement planning, tax preparation and accounting matters.
Timothy L. Ayles is our Chief Investment Officer. Having developed investment models that have been used by clients in 20 different countries around the globe, Mr. Ayles is a disciplined investment manager that relies on proven investment models rather than emotion to build sensible portfolios for our clients.
Maria D. McCuen is our Director of Operations and heads our Client Service and Administration team. Brandi Meyer is our Client Services Manager.