Napa Valley Wealth Management

Don't just invest. Plan, build, and preserve your wealth. We're an integrated wealth management firm with two Northern CA offices: St. Helena • Walnut Creek. Our passion is to help our clients achieve their goals with the least risk possible.

Our integrated wealth management approach differentiates us from advisors who only manage investments. We help coordinate each of our client’s entire...

Napa Valley Wealth Management, Saint Helena, CA. 275 likes · 4 talking about this · 6 were here. Don't just invest. Plan, build, and preserve your wealth. We're an integrated wealth management firm...

Our clients enjoy something different: the personal, attentive service of a boutique firm, coupled with institutional-level investment solutions. Well create a personalized financial plan based upon your unique life, then manage your portfolio to match your plan

Don't just invest. Plan, build, and preserve your wealth. We're an integrated wealth management firm with two Northern CA offices: St. Helena • Walnut Creek. Our passion is to help our clients achieve their goals with the least risk possible. Kelly Crane, MBA, CFP®, CLU, CFA is a registered representative with securities offered through, LPL Financial, Member FINRA/SIPC. Investment advice...

We are a Certified Financial Planning firm with more than $175 MM in assets under management, 30 years of experience, and tw...o locations in the North and East Bay areas. Our integrated wealth management approach differentiates us from advisors who only manage investments. We help coordinate each of our client’s entire financial life, including working with their other advisors (CPA, attorney,...