The Mather Group (TMG), a wealth management firm serving individuals and families nationwide, has announced its partnership with Napa Wealth Management (NWM), a Napa Valley, Calif.–based registered investment adviser (RIA) with just under $300 million in assets under management. This partnership strengthens TMG’s presence in Northern California and expands its ability to serve business owners and families with sophisticated planning and advisory needs in the region.
It brings together two like-minded firms that share a simple belief: Business owners and retired clients want clarity, confidence and a roadmap for their future. Both firms take a team approach to planning, combining experience, customized investment management, practical guidance and a client-first mindset.
Napa Wealth Management’s six-person team will join TMG, ensuring the same familiar faces, same investment management philosophy, same service philosophy and a seamless client experience.
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