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Napa Valley Wealth Management - St. Helena, CA
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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

Social Security: What’s Changing in 2016?

Social Security: What’s Changing in 2016?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

The Facts About Income Tax

The Facts About Income Tax

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

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

 

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Does Your Credit Score Affect Your Insurance Rates?

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

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

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Long-Term-Care Needs

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

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for College

This calculator can help you estimate how much you should be saving for college.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Tax Management Strategies

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

Your Cash Flow Statement

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

Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

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

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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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Jane Bond: Infiltrating the Market

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

Emerging Market Opportunities

What are your options for investing in emerging markets?

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

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