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More Than Just Investments

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Problem Solver

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thinking” questions.
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Uncovering needs and opportunities
you might not know you have

Napa Wealth Management helps successful families build wealth
and create multi-generational financial legacies.

Our Latest Newsletter

The November 2014 issue of NWM Insights is now available here.

In this edition:

  • Ahead of the Curve, our financial planning column, discusses financial planning scenarios
  • George and Maria’s trip to Isla Mujeres, Mexico

Video Highlights of George and Maria’s Trip

Watch this short highlight video of George and Maria’s recent trip to Isla Mujeres, Mexico and see George swimming with an adult sea turtle.

Sign up for NWM Insights

Click here to sign up for Insights, our monthly email newsletter.  Get  insight and intelligence on financial planning and other issues from our team of experts.

How are you feeling about your financial situation right now?

Call 707.252.1343 or email us today.