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Making Smart Decisions With Your Money

Wealth Management = Investment Consulting + Advanced Planning + Relationship Management

About Us ›

Want to learn more?

Contact one of our Advisors at (707) 252-1343

What's Your RISK NUMBER?

Does your current portfolio align with your acceptable levels of risk and reward?
Is your portfolio taking more risk than you are comfortable with? Grab a cup of coffee and take a 5-question quiz to find your RISK NUMBER.

Along with this, you'll get a FREE portfolio analysis of your current holdings. Click on the "What's Your Risk Number?" button below to get started and see if your current portfolio fits you.

What's Your Risk Number? ›

Contact Us

Call or email us today.


1836 Second Street
Napa, CA 94559


(707) 252-1343



Want a better understanding of what a wealth manager should be doing for you?

Call us today at (707) 252-1343