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Napa Valley Wealth Management - St. Helena, CA
Tariffs & Trade Wars 2018: The New Tax Bill Market Forecasts Your Personal CFO’s

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.

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  • 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.

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  • Investment Strategies

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

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Helpful Content

What the New Tax Bill Means for You

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

 

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

My Retirement Savings

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Investment Strategies for Retirement

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Are Alternative Investments Right for You?

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

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Fed and How It Got That Way

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

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