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. George is a Certified Financial Planner and has been working with medical professionals and individual investors since 1987. More>>>
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. More>>>
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. More>>>
Maria D. McCuen is our Director of Operations and heads our Client Service and Administration team.