- Tax PlanningOur wealth management strategy includes not just investment management but addresses your own specific advanced plan including estate planning, insurance planning, tax planning and family and charitable gifting. All accomplished through a collaborative approach with your team of independent professionals, who know your story, your concerns, your expectations and your goals.
- Charitable Giving
- Tax Services
- Income Tax
- Investment ManagementOur process is designed to uncover needs that you might not know you have. Our goal is to deliver superior client servicing combined with a sensible and tailored investment management methodology in an effort to provide our clients with the comfort and confidence that they are on the right path toward achieving their financial objectives.
- Wealth ManagementThis website is a publication of Napa Wealth Management, Incorporated. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
- Accounting Services
- Cash Flow AnalysisTim is a Certified Exit Planning Advisor (CEPA) who thrives on the challenge of all things business, whether that is cash flow analysis, stock strategies or improving the value of a company for the business owner (we think he is borderline obsessive!). Over the past 25 years, Tim has developed trading models for stocks, futures, and a currency arbitrage hedge fund.
- Financial PlanningTonya began working in the financial services industry in 2009 as an assistant to advisors. In 2019 she earned her Certified Financial Planner (CFP®) credential and began advising clients. In addition, Tonya has taught classes on financial planning and enjoys the challenge of helping people make wise decisions that get them closer to their goals. Tonya spent four years in the U.S. Navy in Washington DC with Top Secret clearance for the Navy Cryptologic Intelligence Headquarters. That service instilled in her that discipline and rigorous planning usually create optimal outcomes. Tonya has a degree in Economics from the University of Utah.
- Retirement Planning
- Asset ManagementPast performance may not be indicative of future results. All investment strategies have the potential for profit or loss. There are no assurances that a portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.