About Napa Valley Wealth Management
Don't just invest. Plan, build, and preserve your wealth. We're an integrated wealth management firm with two Northern CA offices: St. Helena • Walnut Creek. Our passion is to help our clients achieve their goals with the least risk possible. Our integrated wealth management approach differentiates us from advisors who only manage investments. We help coordinate each of our client’s entire financial life to help ensure their money is working for them efficiently and with the least risk possible. A Certified Financial Planning firm with more than $175 MM in assets under management, we have 30 years of experience and two locations in the North and East Bay areas.