Broker Check
Napa Valley Wealth Management - St. Helena, CA

NVWM Awarded NorthBay biz 2021
BEST of the North Bay Gold Medal - Wealth Management Firm

We’re pleased to announce that Napa Valley Wealth Management has been selected as one of the best wealth management firms in the North Bay San Francisco area.

More than 60,000 individual votes were cast by readers of NorthBay biz magazine, a publication that has covered business in Napa, Marin, and Sonoma for more than 45 years. Readers were polled with an open survey and able to suggest their business of choice versus selecting from a list of predetermined businesses.

We consider it an honor to be recognized by our local community as one of the best wealth management firms in the area.

Kelly Crane Forbes Best in State Wealth Advisor

Kelly Crane,
CFP®, CLU, CFA, MBA

President & Chief Investment Officer

Complimentary Financial Advisor Consultation


Earl Knecht, CFP, St. Helena Office Napa Valley Wealth Management

Robert Mauer, Investment Policy Committee, Napa Valley Wealth ManagementSara Aikman Director of Client Services, Napa Valley Wealth Management

Earl Knecht, CFP®
Vice President & CFO

Robert Mauer
Financial Services Coordinator

Sara Aikman
Director of Client Relations & Operations