Our Services

How did our financial lives become so complicated? Achieving financial comfort, planning for a secure retirement, mitigating taxes, taking care of family, making sure children (or grandchildren) receive a college education, building a legacy . . .

For most of us, these are extremely important concerns.

But for many of us, attempting to "do it yourself" or trying to coordinate the input of numerous advisors leaves us feeling unprepared and ill-equipped to address them in a coordinated, knowledgeable manner.

At Wine Country Wealth Management, LLC, we provide personalized financial solutions that take into account all aspects of your financial life. With our guidance and expertise, you will gain clarity of thought, an objective perspective, and confidence in a more secure financial future.

Our comprehensive approach to wealth management includes two phases:

First, as Tier I, we build your financial foundation, starting with a comprehensive financial scenario plan which serves as a "roadmap" to achieving your goals. The plan includes a recommended portfolio or portfolios to fund your goals with recommendations on the types of assets to include (stock vs. bond, domestic vs. international, alternative asset classes, etc.).   With our state of the art software your plan is not a static document that will gather dust on your book shelf but an interactive tool for imagining various "what if" financial scenarios and how they could impact your lifestyle.   This financial scenario planning gives you clarity about your options, such as whether to retire earlier or later, budget more or less for your retirement lifestyle, etc.

Then, as Tier II, should you wish to retain our services on an ongoing basis, you have the option of hiring our portfolio management services (for portfolios with at least $500,000 of investable assets) or our annual "tune up" service (if your portfolio does not qualify for our ongoing management). Our portfolio management clients also will have access to our institutional caliber of mutual funds and the expertise of our portfolio management partners who currently manage over $7 Billion of individual and retirement plan assets.