Napa Valley Wealth Management - St. Helena, CA
Your Personal CFO’s Market Insights: Just Published Celebrating 30 Years Women and Retirement

Understanding Today's Financial Environment

Our clients enjoy something rare: 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 ensure your money will last.

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  • Business Planning

    We can help reduce your taxes and expenses, protect your assets, preserve your business’s legacy, and keep you from going back to work after you retire.

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  • Investment Strategies

    Learn how financial planning and tactical investing can help you achieve your goals with the least risk possible.

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Helpful Content

A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.


Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

The Ivory Tower Changes Wall Street

Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.

Saving on Fitness Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

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My Retirement Savings

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

Doubling Your Money

This calculator demonstrates the power of compound interest.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

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Protecting Those Who Matter Most

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

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.

Long-Term-Care Protection Strategies

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Rightsizing for Retirement

What does your home really cost?

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

Emerging Market Opportunities

What are your options for investing in emerging markets?

16 Wall Street Cliches in 60 Seconds

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

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