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You may be in a complex situation or just unhappy with the advice from your financial advisor – it’s not uncommon.

Studies have shown that more than 80 percent of high net worth individuals and families would value a second opinion of their comprehensive financial picture. 

We provide, to successful individuals, families, trustees, and businesses with investable assets of at least $1,000,000, much of the same expertise and guidance with this second opinion offer that our clients have come to expect.

Watch the 3 minute video to learn how our complimentary Second Opinion Offer works. 

To get started, contact us and mention our Second Opinion Offer in the form below. We will get in touch with you within one business day to schedule our Discovery Meeting.

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