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Napa Valley Wealth Management (est. 1985)

Plan, build, preserve your wealth

(925) 827-4393 1981 North Broadway, Walnut Creek, CA 94596 M-F 8:00 AM - 5:00 PM Official site

Categories: Financial Planning

The Details

Don't just invest. Plan, build, and preserve your wealth. We're an integrated wealth management firm with two Northern CA offices: St. Helena • Walnut Creek. Our passion is to help our clients achieve their goals with the least risk possible. Kelly Crane, MBA, CFP®, CLU, CFA is a registered representative with securities offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered through Napa Valley Wealth Management, a registered investment advisor and separate entity from LPL Financial. Kelly Crane CA Insurance License Number 0668025.

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