Our clients are like you. Kelly Crane, Certified Financial Planner, Napa Valley Wealth Management

They've had successful careers; they've built something. They're financially savvy and adept strategic planners.

What they don't know is how much they need for the future or how to make what they have last. They need help navigating these unpredictable economic times.

That's where we come in. We're Certified Financial Planners with over 30 years of experience, and we can help you chart a clear course toward your goals.

Our wealth management approach is holistic: We set a clear, customized plan. Then, we streamline every area of your financial life to help ensure risk and expenses are reduced, while investments are maximized in your risk tolerance limits. That way, your wealth has the chance to grow. 

We can help you Plan. Build. Preserve Your Wealth.

Kelly Crane Napa Valley Wealth Management 30 Years Financial Advisor


Kelly Crane, CFP®, CLU, CFA 
Chief Investment Officer
Napa Valley Wealth Management

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Wealth Management, Business Financial Planning, Tax Minimization Strategies, Cash Flow Optimization, Retirement Planning, Investment Management, Insurance

Personalized, advanced financial planning and tactical investment management to help you achieve your goals with the least risk possible. Learn more about how we may can help you plan, build, and preserve your wealth.

 

 

 

 

 

 

 

 

 

 

 

 


Two Northern CA Locations
St. Helena • Walnut Creek
888-883-3222

Napa Valley Office East Bay Office  
1127 Pope Street  1407 Oakland Boulevard  
Suite 101 Suite108  
Saint Helena, CA 94574 Walnut Creek, CA 94596  

 


 

We are also proudly affiliated with:

Financial Planning AssociationMD Physician Preferred Services

Napa Chamber of Commerce