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.