Sequoia Wealth Management Group

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

Presidio Financial Partners is an independent firm that offers wealth management and corporate finance services. The company specializes in providing financial advisory services to entrepreneurs and their families. Its principal investing group, Presidio Investors, provides flexible investment capital. The company s corporate advisory group, Presidio Merchant Partners provides strategic and financial advisory services, including mergers and acquisitions. Its personal wealth advisory group, Presidio Wealth Management represents individuals, families and their charitable entities and provides financial advice. Presidio Merchant Partners executes private placement services for emerging growth companies with revenue from $20 million to $200 million. Founded in 1997, the company s staff specializes in minority investments in privately held and publicly traded companies.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy