Broker Check
Napa Valley Wealth Management - St. Helena, CA
Your Personal CFO’s 2016 Market Insights Retirement Redefined Investments

Understanding Today's Financial Environment

Our clients enjoy something different: the personal, attentive service of a boutique firm, coupled with institutional-level investment solutions. We’ll create a personalized financial plan based upon your unique life, then manage your portfolio to match your plan.

We’re not pushing sales quotas. We’re investing in you. Because with us—it’s personal.

  • Retirement Planning

    Learn how our Retirement RoadMap can help you determine whether (or if), your money will last.

    Learn more
  • Business Planning

    We can help manage your taxes and expenses, work toward preserving your assets, preserve your business’s legacy, and to pursue your goal of not going back to work after you retire.

    Learn more
  • Investment Strategies

    Learn how financial planning and tactical investing can help you pursue your goals with an appropriate level of risk.

    Learn more

Helpful Content

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

 

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

How Income Taxes Work

A quick look at how federal income taxes work.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

View all articles arrow

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

View all videos arrow