You probably already have a financial advisor, perhaps several of them. You might even be happy with them - and that's fine. What we want to bring you are alternatives. We let you put a fresh set of eyes on your financials, and receive a new outlook on your wealth management possibilities. Whether you take our advice and decide we should be part of your financial planning team, or if you stick with your current investment advisor, is up to you.
Best of all - it's free!
How the Napa Wealth Management Second Opinion Gives You More Possibilities In Financial Planning
1. Discovery Meeting
The second opinion begins with a discovery meeting, which takes around 60-90 minutes. We sit down with you, and talk about your situation - where you are now, and where you want to be in the future. We try to understand your financial roadmap, and look for potential risks on your road to success. Then we offer alternative strategies for filling in those risks, and avoiding other pitfalls.
2. Investment Plan Meeting
In some cases, when the discovery meeting has gone well but there's still more to discuss, we might schedule a second investment plan meeting. This gets much more into the details of your portfolio, including evaluation of your risks and potential rewards. Once again, our goal is to suggest alternatives and different ways of handling your money.
Why Do We Do It?
Why are we willing to give away hours of valuable consultation time? We're a small firm, with a limited clientele. We recognize that there is no such thing as a one-size-fits-all approach to financial planning, so we want to only bring clients onboard who we know are right for our strategies, and vice-versa. The key to our success is finding clients for whom we believe we can bring the most benefit.
And for everyone else? We're happy to make referrals and recommendations to other financial advisors we know, if we think they would be a better fit.
Contact Napa Wealth Management Today For a Free No-Obligation Second Opinion
- Napa Wealth Management is registered as an investment advisor and only transacts business in states where it is properly registered or is excluded from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability.
- All investment strategies have the potential for profit or loss. There are no assurances that an investor’s portfolio will match or outperform any particular benchmark.