Broker Check
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


Tuesday, March 13, 2018

Emotional Investing can significantly multiply your investment risk and affect your portfolio results. How? Emotions can drive you to buy and sell investments at exactly the wrong times. Learn how to invest without being driven by fear.


Thursday, February 8, 2018

Is the stock market near the end of its all-time-high? We analyze the latest numbers to help answer the question on everyone's minds: normal correction or end of the bull run?


Monday, January 29, 2018

How the New Tax Law Could Affect You On December 22, 2017, major tax changes were approved by Congress and became law. While the changes won’t affect your 2017 taxes, it’s prudent to be proactive and plan for 2018....


Saturday, January 20, 2018

The last quarter of 2017 delivered excellent results, capping an outstanding year in the markets and in global economies. Strong growth in the U.S. continued as the recovery in Asia and Europe extended. Political risks in the U.S....


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...


Show All

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...


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...


Thursday, July 7, 2016

All too often, investors rush into the markets without a clear, long-term investment strategy. Instead, they cling to "make as much as we can before we retire." The problem is: those without a written strategy often base decisions on...


Thursday, December 17, 2015

For the last five years, the Federal Reserve Bank has hinted that they would increase interest rates. Finally, that day has arrived. For the first time since the financial crisis, the Fed raised rates yesterday. This increase is...


Wednesday, September 2, 2015

Though global markets fell in recent weeks, we believe it does not signal a stock market turn. As in 2Q 2010 and 3Q 2011, this is one of few market corrections (defined as more than a 10% decline) since the recovery and current bull...


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...