The InConcert Napa Valley Team
Serving the greater St. Helena, CA; Walnut Creek, CA; El Cerrito, CA; and Reno, NV, areas.
Talk to the team
Location
St. Helena, CA, 94574 (707) 963-5096
A team behind every plan
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®.
Already a client? Access your accounts.
Meet Our Team
Awards & Recognition
View AllEvery detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Where we are
Our offices, one team
Primary office
St. Helena, CA
1127 Pope Street Suite 101
St. Helena, CA 94574
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
St. Helena, CA
St. Helena, CA 94574
Walnut Creek, CA
Walnut Creek, CA 94596
El Cerrito, CA
El Cerrito, CA 94530
Reno, NV
Reno, NV 89511
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Insights from InConcert Napa Valley Team
What we’re thinking about
Long-Term Care Needs by Decade: How to Prepare at Every Stage of Life
Newsroom and Resources
View AllBankrate: Kelly Crane Featured in How To Avoid Paying Taxes on Social Security Income
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”
Bankrate: Kelly Crane Featured in “How to Avoid Paying Taxes on Social Security Income”
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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