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Like you, we are deeply grounded in the Napa Valley. We know what it takes to live well here. We also understand every person is different, with unique needs and wants and wishes. Bring those to us, and we’ll help you fulfill them by crafting personalized financial plans designed around your life, not just your finances.
At Silver Leaf, it’s not just about numbers — it’s about people. It’s about you.
Growing your assets and protecting your family doesn’t have to be difficult or confusing. We take the complex and simplify it, craft and monitor plans designed for specific goals, and help you live the financial life you want, now and in the future.
Whether you’ve just gotten your first “real” paycheck or it’s time to figure out an effective financial plan for both short- and long-term goals — or both! — we love working with the children and grandchildren of our clients to help you start out on solid financial footing.
You’re the first to arrive at work and the last to leave. We deeply understand the extra responsibilities of business owners and executives and will counsel you on everything from personal money management, to benefits and retention tools, to business expansion and contraction.
Retirement is not the finish line. It’s the starting line for the rest of your life. Even when volatility arises, whether in your life or in the market, we advise and counsel, steady and calm, helping you stay on course so you can live the life you envision.