Plan. Build. Preserve Your Wealth. We're an integrated wealth management firm with two Northern California offices. St Helena • Walnut Creek

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 $175 MM in assets under management, we have 30 years of experience and two locations in the North and East Bay areas. Our services include: INVESTMENT MANAGEMENT - Tactical Asset Allocatio...

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 $175 MM in assets under management, we have 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, and Earl Knecht, CFP®, Registered Principals, offer 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.