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State DirectoryNapa Valley Wealth Management
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Two Northern CA Locations
- HoursOPEN NOW
- Regular Hours:
Mon - Fri - Phone:
Main - 707-963-5096
ExtraTollFree - 888-883-3222
- Address:
- 1127 Pope St Ste 101 Saint Helena, CA 94574
- Email:
- Link:
- Categories
- Estate Planning, Probate, & Living Trusts, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services, Taxes-Consultants & Representatives
General Info
Don't just invest. Plan, build, and preserve your wealth. Our integrated wealth management approach differentiates us from advisors who only manage investments. We help coordinate each of our client’s entire financial life to help ensure their money is working for them efficiently and with the least risk possible. A Certified Financial Planning firm with more than $185MM in assets under management, we have more than 30 years of experience and two locations in the North and East Bay areas. Our services include: INVESTMENT MANAGEMENT - Tactical Asset Allocation - Risk and Volatility Minimization BUSINESS - Succession Planning - Employee Benefits - Business Financial Planning - Key-Person Insurance - Owner Retirement Planning PERSONALIZED FOR YOUR LIFE - Retirement Planning - Financial Planning - Change in Career - Family Change - Tax Minimization - Help with Major Sale or Purchase - Cash Flow Optimization - Insurance - Estate Planning Coordination - Charitable Giving Kelly Crane, CFP®, CLU, CFA, is a registered Principal who offers securities and some advisory services through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency), member FINRA/SIPC. Some advisory services offered through Napa Valley Wealth Management. Cetera is under separate ownership from any other named entity. Kelly Crane, CA insurance license number 0668025. Earl Knecht, CA insurance license number 0D32555.