Wealth Management is the combination of three key components: Investment Consulting, Advanced Planning, and Relationship Management.

Watch the video below to understand our Wealth Management Formula and our Consultative Process.

Working with a Team that redefines Wealth Management

Ask ten investors to define wealth management. Actually, ask ten “wealth managers” to do so. You will almost certainly get ten different answers, with most heavily focused on investing. As a valued client however, you benefit from a cutting-edge team that has a clear and comprehensive vision of wealth management.

Investment Consulting

  • Performance analysis
  • Downside risk analysis
  • Current portfolio cost analysis
  • Income strategies
  • Portfolio tax efficiency

Advanced Planning

  • Wealth enhancement, including cash flow management and tax minimization
  • Wealth transfer
  • Wealth protection
  • Charitable giving

Relationship Management

  • Collaborative approach that includes regularly scheduled calls, reviews and in-person meetings
  • Team of professionals, including legal, tax, insurance and investment advisors

Contact Us

Call or email us today.

1836 Second Street
Napa, CA 94559
(707) 252-1343



What would you like to achieve with your money?

Call us today at (707) 252-1343