Vintage Wealth Advisors Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Vintage Wealth Advisors is an independent, full-service financial planning firm based in Napa, California, focused on helping individuals and business owners in the Napa Valley achieve their financial goals. Operating as registered representatives of LPL Financial, the firm provides fee-based financial guidance and services that encompass comprehensive planning, proactive investment management, retirement planning, estate considerations, and insurance and annuities. The target market includes private clients and business owners seeking integrated planning and ongoing asset management within the financial services industry. Founded and operating in the Napa Valley area, the firm emphasizes personalized support through a small team, and it has reported personnel changes over the years that reflect ongoing hiring in its advisory staff. A recent development noted is the addition of a wealth advisor specializing in portfolio management in 2023, indicating continued expansion of its advisory capabilities.

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