关于我们
Led by Forbes Best-in-State Wealth Advisor Kelly Crane, CFP?, CLU, CFA, MBA, Napa Valley Wealth Management (NVWM) is committed to helping investors pursue their targeted returns with the least possible risk. Crane was an early adopter of bringing the tactical analysis and investment strategy of large institutional investors to individual clients. Headquartered in St. Helena, California, Napa Valley Wealth Management has multiple offices in Northern California, approximately $300MM in assets under management, and roughly 350 clients in multiple states. The original firm was founded in 1984 and is known for its personal, integrative approach to helping individual investors, families with generational wealth, and nonprofits plan, build, and preserve their wealth. Securities offered through, LPL Financial, Member FINRA/SIPC (www.finra.org and www.sipc.org). Napa Valley Wealth Management, Inc. does business under the name Napa Valley Wealth Management.
- 网站
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https://www.NapaValleyWealthManagement.com
Napa Valley Wealth Management的外部链接
- 所属行业
- 投资管理
- 规模
- 2-10 人
- 总部
- St. Helena，CA
- 类型
- 私人持股