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®.
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Let's Work Together
Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan that supports your goals.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
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.