Napa Wealth Management

At Napa Wealth Management, we believe that everyone deserves to live a life free from financial anxiety. Our team of experienced professionals is dedicated to helping you achieve your financial goals and create a prosperous future.

Our Story

Since 1997, we have been serving successful families and business owners, providing them with the financial guidance and expert advice they need to make informed decisions about their wealth. Our founder, George McCuen, has over three decades of experience in the financial industry and has earned numerous certifications, including Certified Financial Planner (CFP) and Certified Private Wealth Advisor (CPWA). Our team of professionals is committed to providing exceptional service and tailored financial solutions that cater to our clients' unique needs.

Our Process

At Napa Wealth Management, we take a comprehensive approach to wealth management. We start by understanding our clients' financial goals and objectives, and then we work with them to create a personalized financial plan that addresses their specific needs and aspirations. Our process is built around the client, focusing on the unique circumstances and objectives of each individual. We utilize a variety of investment strategies and products to create a diversified portfolio that aligns with our clients' financial goals.

Our Team

Our team of professionals is committed to providing exceptional service and expert advice to our clients. Our team includes:

• George McCuen, President and Founder, who has over three decades of experience in the financial industry and has earned numerous certifications.
• Tim Ayles, Chief Investment Officer, who has over two decades of experience in the financial industry and is a Certified Exit Planning Advisor (CEPA).
• Maria McCuen, Director of Client Experience, who brings a unique ability to bring an energetic and positive perspective to any situation.
• Robert Blanusa, Senior Financial Advisor, who has over two decades of experience in the financial industry and has worked with numerous clients to create personalized financial plans.

Our Expertise

At Napa Wealth Management, we have expertise in:

• Investment management: We use a variety of investment strategies and products to create a diversified portfolio that aligns with our clients' financial goals.
• Financial planning: We take a comprehensive approach to financial planning, working with our clients to create a personalized financial plan that addresses their specific needs and aspirations.
• Wealth management: We provide our clients with a range of wealth management services, including investment management, financial planning, and estate planning.

Contact Us

At Napa Wealth Management, we are committed to providing exceptional service and expert advice to our clients. If you are interested in learning more about our services or would like to schedule a consultation, please do not hesitate to contact us.