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Napa Valley Wealth Management - St. Helena, CA

We Are Thrilled to Announce

Kelly Crane, our founder, president, and chief investment officer, has been named by Forbes as one of the Best-In-State Wealth Advisors for 2020. 

Nationally, Kelly was ranked #103 out of more than 4,000 top advisors who were honored based on in-depth criteria set by SHOOK Research. This prestigious list was whittled down from more than 32,000 highly qualified individuals who were nominated across the U.S.  

Kelly Crane, CFP®, CLU, CFA, MBA
President & Chief Investment Officer

The Research Methodology

Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by SHOOK Research.1 The SHOOK Research method for selecting these advisors aims to be anything but “robotic” and is based on an algorithm of qualitative and quantitative criteria, including industry experience, revenue produced, assets under management, compliance records, and a series of phone and in-person interviews.  

“The very best advisors are laser focused on having a positive impact on their clients' lives," says R.J. Shook, president and founder of SHOOK Research. "They want to add meaning, help them live better lives…If we're going to recommend advisors to the public, we have to make sure every advisor is high quality and can provide 'impact.' When we meet with an advisor in person or on the telephone, we are thinking to ourselves, 'Is this someone that can offer impact and we would recommend to a friend or family member?'" 

With these criteria in mind, it should come as no surprise to our clients that Kelly was selected for the Forbes Best-In-State Advisor listHe personally views each and every client as a personal relationship, and he truly cares about helping them plan, build, and preserve their wealth, as he has been doing for the past 35+ years.

Kelly Is Here to Guide You Through Uncertain Times

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Earl has a a broad array of complex financial-planning scenarios and has an ability to screen investment opportunities in order to create portfolios that more closely track the client’s risk and return profile.Robert possesses substantial experience in creating complex financial plans and reports that both integrate intricate tax and investment scenarios and model future cash flows.Our clients enjoy the personal, attentive service of a boutique firm, coupled with institution-level, tactical investing and personalized financial planning. You can expect regular phone calls, updates, and questions.Currently a CFA Level II candidate, Gulia Beisenova possesses extraordinary analytical and communication skills that transfer well into both tactical portfolio management and personalized financial planning.

Earl Knecht, CFP®
Vice President & CFO

Robert Mauer
Financial Services Coordinator

Sara Aikman
Director of Client Relations & Operations

Gulia Beisenova
Associate Portfolio Advisor

1The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

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