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Napa Valley Wealth Management - St. Helena, CA


Truly personalized and effective wealth management includes much more than investing. It begins with financial planning and incorporates all the components contributing to your financial bottom line—and investment returns are just one part of your final results. 

Read our thoughts on:

  • Managing your taxes
  • Investing 
  • Successful retirement planning
  • Comprehensive financial planning 
  • Closing insurance gaps
  • Giving wisely
  • Providing an inheritance
  • Business-owner solutions


Saturday, November 4, 2017

Smarter ways to donate to your favorite charity than writing a check This year, giving stocks—in lieu of cash—to your favorite charity may be more strategic. Donating an asset that has increased in value since you bought it...


Wednesday, October 11, 2017

Third quarter 2017 again delivered excellent portfolio results. The U.S. economy continues its steady, robust course while political and economic risks in Europe wane. Global stock prices and bond markets remain positive—even in...


Thursday, September 14, 2017

Steps you can take now to protect yourself after a data security breach, like Equifax.


Thursday, July 20, 2017

Overall, the second quarter delivered excellent portfolio results. With the exception of natural resources and REITs, all asset-class gains were in line or exceeded our expectations. Stock prices and bond markets should continue...


Tuesday, June 6, 2017

One thing I can say emphatically: In today’s economic and market environment, it is vital to have a proactive, documented financial plan. Why? A personalized plan can help your money work more efficiently and can help keep you on...


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Tuesday, April 11, 2017

April 2017 The post-election rally extended through the first quarter, and financial markets continue reacting positively to economic growth and promises of infrastructure spending and tax cuts. Political clashes continue to roil the...


Wednesday, February 15, 2017

Investors are asking, “Is the market too high?” We analyze current and historical data to answer that question.


Friday, January 20, 2017

As winter weather settles over the U.S., the drama from the presidential election has turned cold, and today we inaugurated our 45th president. Below are our reviews of recent market conditions and forecasts for the first few quarters...


Sunday, January 31, 2016

1. Need a plan with market volatility Why? To stay out of emotion - emotional investing leads investors to buy and sell at exactly the wrong times. How does it do this? A financial plan will map out your long-term goals and your...


Monday, February 16, 2015

If you don't have a tax plan, chances are you're leaving money on the table. We believe tax planning is a cornerstone to effective wealth management, and it's an area many overlook. Failure to create a tax plan can seriously dilute to...


Friday, December 19, 2014

If you don't have a tax plan we'd guess you're leaving money on the table. A tax plan that is coordinated with your financial planner, attorney, and tax professional could potentially reduce your taxes and save you money. Most of us...


Wednesday, December 3, 2014

With all-time-high stock prices and the recent October volatility, investors are asking us if they should be concerned about the equity market. Is it a bubble? How long can it last?First, let's compare this market cycle to several...