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InConcert Napa Valley Team

1127 Pope Street Suite 101

St. Helena,

CA

94574

icnvclientsupport@wealthenhancement.com

See other locations

Meet with us

About the InConcert Napa Valley Team

The InConcert Napa Valley Team offers a full suite of financial services, including tax-efficient investing, in-house tax strategies, charitable giving, risk management, and comprehensive planning across generations. Providing high-touch client service, our experienced team is committed to being readily available and highly responsive. We specialize in planning for life’s transitions, such as retirement, estate planning, or inheritance, as well as non-profit clients. By applying our long-term focus and forming deep client relationships, we strive to provide personalized planning crafted for you. Schedule an introductory meeting today and discover the potential benefits of our strategic approach to proactive and holistic advising. 

Tax services offered through Wealth Enhancement Tax & Consulting Services, LLC, a wholly owned subsidiary of Wealth Enhancement Group®. 

Advisory Team

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Kelly Crane

CFP®, CFA®, CLU®

Senior Vice President, Financial Advisor

St. Helena, CA

El Cerrito, CA

Walnut Creek - East Bay, CA

Tax Team

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Alan Steeples

CPA

Tax Practice Manager

El Cerrito, CA

Walnut Creek - East Bay, CA

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Jeff MacAskill

Family Office Services Manager

El Cerrito, CA

Natalie Klug

Senior Tax Advisor

El Cerrito, CA

Client Service Team

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Tracy Ross

Tax Associate

El Cerrito, CA

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Robert Mauer

Trading Analyst

Walnut Creek - East Bay, CA

Brandy Savage

Senior Portfolio Analyst

Walnut Creek - East Bay, CA

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Anna Regines

Family Office Services Administrator

El Cerrito, CA

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Andie Rives

Client Service Associate

El Cerrito, CA

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Gina Smith

Client Service Associate

St. Helena, CA

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Tiffani Halliday

Senior Client Service Associate

Walnut Creek - East Bay, CA

Kendal Buffington

Senior Client Service Associate

St. Helena, CA

Resources from our team

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Blog

Identifying Your Long-Term Care Needs by Decade of Life

When imagining the perfect retirement, most people dream about travel, hobbies, or time spent with loved ones. That’s certainly more fun than planning for long-term care. However, according to the U.S. Department of Health and Human Services, roughly 56% of adults aged 65 and older will need some form of long-term care during their lifetime.
Kelly Crane CFP®, CFA®, CLU®

Newsroom

Bankrate: Kelly Crane Featured in “Hit Hard by the AMT?” Here are 7 Ways to Avoid it or at Least Reduce How Much You Owe”

Kelly Crane, CFP®, CFA, CLU, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by Bankrate in an article titled “Hit Hard by the AMT?” Here are 7 Ways to Avoid it or at Least Reduce How Much You Owe.” 
Kelly Crane CFP®, CFA®, CLU®

Newsroom

Bankrate: Kelly Crane Featured in “How to Avoid Paying Taxes on Social Security Income”

Kelly Crane, SVP, Financial Advisor at Wealth Enhancement, was featured by Bankrate in “How to avoid paying taxes on Social Security income.” 
Kelly Crane CFP®, CFA®, CLU®

Newsroom

Bankrate: Kelly Crane Quoted in “CDs or Fixed Annuities: Which is a Better Way to Save for Retirement?”

Kelly Crane, CFP®, CFA, CLU, Senior Vice President, and Financial Advisor at Wealth Enhancement Group was quoted by Bankrate in “CDs or Fixed Annuities: Which is a Better Way to Save for Retirement?” 
Kelly Crane CFP®, CFA®, CLU®

Newsroom

GOBankingRates: Kelly Crane Quoted in “Plan Ahead for Inflation: 21 Things to do Before You Retire”

Kelly Crane CFP®, CFA, CLU, Senior Vice President and Financial Advisor at Wealth Enhancement Group was quoted by GOBankingRates in “Plan Ahead for Inflation: 21 Things to do Before You Retire.” 
Kelly Crane CFP®, CFA®, CLU®

Team locations

St. Helena, CA
1127 Pope Street Suite 101, St. Helena, California, 94574
(707) 963-5096
details
Walnut Creek - Mt Diablo, CA
1850 Mt Diablo Blvd STE 100, Walnut Creek, California, 94596
(925) 658-5500
details
El Cerrito, CA
6333 Potrero Ave, Suite 200, El Cerrito, California, 94530
(510) 235-1044
details

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Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.