We focus on creating a simple and elegant life where you have complete peace of mind about your most important financial concerns.
To do this, we act as your Personal CFO, continually engaged with you to ensure your financial life does not interfere with your personal life.
Our wealth management strategy includes not just investment management but addresses your own specific advanced plan including estate planning, insurance planning, tax planning and family and charitable gifting. All accomplished through a collaborative approach with your team of independent professionals, who know your story, your concerns, your expectations and your goals.
Watch the short video to understand our unique wealth management formula and how we can help you achieve all that's important to you.
Wealth Management = Investment Consulting + Advanced Planning + Relationship 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
Client Relationships
- Client-centric collaborative approach
- Team of professionals, including legal, tax, insurance and investment advisors
Complimentary Second Opinion Offer
The first step to determining if we are a good fit is to participate in our complimentary Second Opinion Offer in the form below. This process will provide you with a thorough review of your existing approach and identify if there is an opportunity for improvement. We will get in touch with you within one business day to schedule our Discovery Meeting.
Contact Us
Call or email us today.
Location:
1836 Second Street
Napa, CA 94559
PHONE:
(707) 252-1343