J H Sullivan Insurance

Napa Wealth Management is a financial services firm based in Napa, California, offering a range of solutions tailored to meet the diverse needs of its clients. Focused on delivering expert advice and support, the firm aims to help individuals and businesses achieve long-term financial goals. The company emphasizes a commitment to transparency and integrity in its operations, fostering strong client relationships built on trust. Although it operates within a competitive landscape, Napa Wealth Management distinguishes itself through a personalized approach to wealth management. Generated from the website

As a Personal Financial Representative in Martinez, I’ve gotten to know many local families. I understand that when it comes to preparing for your financial future, each person’s needs are unique. That’s why when you contact me at my Martinez office, you’ll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.

Customer service is a priority at our agency in Antioch and we understand the need to help insure what matters most to customers. I'm passionate about helping others.