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Napa Wealth Management was founded on a simple premise: provide clients with the type of relationship we would want for ourselves.

Our process is designed to uncover needs that you might not know you have. Our goal is to deliver superior client servicing combined with a sensible and tailored investment management methodology in an effort to provide our clients with the comfort and confidence that they are on the right path toward achieving their financial objectives.

Since 1997, we have acted as a fiduciary for our clients. Beyond the legal requirement of serving our clients’ needs first, our relationship begins with questions which allow us to gain a deeper understanding about how our clients view their wealth. With our client’s objectives at the forefront of our process, we design a strategy to help them achieve their financial goals. 


George McCuen, CFP®, CPWA® Photo
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George McCuen, CFP®, CPWA®

President and Founder

President and Founder

George McCuen is our firm’s founder and president. George is also a farmer, performing artist, cyclist and scuba diving enthusiast.

He began his career in 1987 and became a Certified Financial Planner (CFP®) in 1992. In 1997 George founded the corporation that is now Napa Wealth Management. He has served on TD Ameritrade’s Institutional Services Advisory Panel from 2000 to 2002 and from 2011 to 2013. Additionally George holds a position on the National Independent Financial Advisory Panel, a 22-member independent panel of investment managers throughout the US. In 2018 he earned the Certified Private Wealth Advisor (CPWA®) designation administered by the Investments and Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business. George earned his undergraduate degree in Business Management from Sonoma State University.

A Napa native, George, and his wife Maria live in Napa where they own a small vineyard and grow Cabernet Sauvignon grapes. He is an active drummer, playing with local musicians as well as his church’s worship band. He has also been involved with Napa High School’s instrumental music program. A Napa High Band alumnus, George served as the president of the Napa High School Band and Orchestra Boosters from 2009 to 2011 and spent over eight years working with the Napa High jazz ensemble and drum line. When it comes to listening to music, jazz is his favorite musical genre. George also coached soccer for ten years and still plays casually with a group of friends. He also loves cycling around the Napa Valley and scuba diving­ when traveling to warm water destinations.

Tim Ayles Photo
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Tim Ayles

Chief Investment Officer

Chief Investment Officer

Tim Ayles is the firm’s Chief Investment Officer in charge of crafting our client portfolios. He is a big Oakland A’s fan.

He is also the lead Portfolio Manager for the James Alpha Momentum Portfolio and the creator of the strategy. He has long developed trading models for stocks, futures and a currency arbitrage hedge fund. He also has experience in turn around projects in the motel/apartment space.

Tim is married to his high school sweetheart and lives in the Sacramento area with his wife and 4 children. In his free time, he teaches the Sacramento Bible Study Fellowship International class. He longs for the days when he might have the time again to pitch in a men’s adult hardball league, but will settle for living vicariously through the lives of Oakland A’s team members.

Maria McCuen Photo
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Maria McCuen

Director of Operations

Director of Operations

Maria McCuen is our Director of Operations and Client Service and co-founder of Napa Wealth Management.

Maria has a unique ability to bring an energetic and positive perspective to any situation. She places great emphasis on client relationships and has an authenticity that people appreciate. She is the firm’s “professional problem-solver.”

Maria and her husband George live in Napa with their two dogs, Spencer the Australian Shepherd and Pippa the English Bulldog. They have two sons, Patrick and Colin, and one daughter, Brogan. Maria loves to travel and learn about different cultures and their history.

Miguel Gonzalez, CRPC® Photo
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Miguel Gonzalez, CRPC®

Director of Financial Planning

Director of Financial Planning

Miguel Gonzalez is our Director of Financial Planning. Away from the office, he is an avid golfer and outdoor enthusiast.

Miguel first joined Napa Wealth Management in 2008 as our Client Operations Manager. After two fruitful years, he left to become a stay-at-home dad for a year.  After that wonderful experience, he rejoined the work force, taking the opportunity to work with several institutional wealth managers in the East Bay as a planner, gaining valuable insight and experience in financial planning for high net worth clients. He holds the CRPC® (Chartered Retirement Planning Counselor) industry certification from the College for Financial Planning and spearheads the financial planning and retirement planning process with our clients.

Outside the office, he enjoys golfing, mountain biking, boating and traveling with his wife Stephanie and their daughter Estelle to relaxing beach destinations.

Robert Blanusa Photo
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Robert Blanusa

Senior Financial Advisor

Senior Financial Advisor

Robert honed his analytical skills during 18 years in the technology industry and then during nine years at Charles Schwab, first as an Investment Specialist and finally as VP Financial Consultant.

While at Schwab, Robert helped craft asset allocation models for over 300 clients with over $300 million in total assets. He also strategized with clients on financial modeling and planning. After nine years at Schwab, Robert founded Carneros Asset Management, successfully building Carneros into a thriving boutique investment firm. In October 2015, Robert merged Carneros with Napa Wealth Management allowing him to focus entirely on working with clients. Utilizing the resources of NWM, Robert works with a select set of clients on a consultative basis, helping them develop a financial planning platform that serves as the basis for their investment strategy.

A native of the Pacific Northwest, Robert moved to the Napa/Sonoma area in 2003 to enjoy the natural beauty of Northern California. He can be found biking, skiing or hiking almost every weekend. Together with his wife Lora Blanusa, a physician at Harvest Pediatrics, they manage to find an outdoor activity they can enjoy as a combined family of seven.

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

Call us today at (707) 252-1343