Find a business

        More Info

        Two Northern CA Locations

        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.
        Email
        Extra Phones

        TollFree: (888) 883-3222

        Other Link

        http://www.napavalleywealthmanagement.com

        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

        Reviews

        Hi there!
        Rate this business!
        What do you rate this business?First-classBetter than mostAbout what I expectedNot the worst...Disappointing
        Click to Rate
        angelwisp

        11/10/2010

        Overall
        Minimize Risk While Protecting Principal

        I've worked with Kelly's organization as a consultant for almost 2 years. They all have a heart to provide full-service financial planning for their clients. Kelly wants to ensure his clients' wealth is protected and grown with calculated risk. Steady and sure growth through tactical asset allocation.

        Helpful(0)Flag

        Details

        Phone: (707) 963-5096

        Address: 1127 Pope St Ste 101, Saint Helena, CA 94574

        Website: http://www.napavalleywealthmanagement.com

        People Also Viewed