You may be in a complex situation or just unhappy with the advice from your financial adviser – it’s not uncommon. Studies have shown that more than 80 percent of high net worth individuals and families would value a second opinion on their finances.
What started as an exclusive offer to friends, family members, and associates of our clients has evolved into a service available to anyone who would like an additional resource when evaluating important financial decisions. We provide much of the same expertise and guidance that individuals, families, trustees, and businesses have come to expect as valued clients of Napa Wealth Management.
To get started, contact us and mention our Second Opinion Offer in the subject line. We will get in touch with you within one business day to schedule our Discovery Meeting.