The Mather Group partners with Napa Wealth Management

The Mather Group (TMG), a wealthiness absorption steadfast serving individuals and families successful the US, has announced a wealthiness absorption concern successful Northern California with Napa Wealth Management (NWM), a registered concern advisor based successful Napa Valley.

NWM has conscionable nether $300m successful assets nether management.

This concern strengthens TMG’s beingness successful Northern California and expands its quality to service concern owners and families with blase readying and advisory requirements successful the region.

According to TMG, the concern brings unneurotic 2 firms that stock a content that concern owners and retired clients privation clarity, confidence, and a roadmap for their future.

Both firms are claimed to usage a squad attack to planning, combining experience, customised concern management, applicable guidance, and a client-first mindset.

The Mather Group CEO Jennifer des Groseilliers said: “From our archetypal conversation, it was wide that Napa Wealth Management’s doctrine aligns seamlessly with ours.

“They’ve built their estimation connected trust, transparency, and a client-first approach. Values that are besides astatine the halfway of TMG. We look guardant to bringing some firms’ strengths unneurotic to heighten the extent of resources and enactment disposable to clients.”

Napa Wealth Management’s six-person squad volition articulation TMG and volition guarantee the aforesaid acquainted faces, concern absorption philosophy, work philosophy, and a seamless lawsuit acquisition for existing clients.

Napa Wealth Management laminitis and president George McCuen said: “Joining The Mather Group allows america to support doing what we’re known for—helping clients unrecorded beingness to the fullest without the interest of moving retired of money.

“We’re excited to spouse with a squad that shares our values, our planning-first approach, and our committedness to client-focused enactment and high-touch support.”

The concern marks different measurement successful TMG’s West Coast enlargement and enhances its multidisciplinary work offering by integrating fiscal planning, customised concern management, taxation expertise, and advisory enactment nether a unified fiduciary standard.

Napa Wealth Management, established successful 1997 and headquartered successful Napa, California, specialises successful providing fiscal planning, investment, and advisory solutions to high-net-worth and ultra-high-net-worth concern owners and families.

The Mather Group is simply a fee-only concern advisory steadfast based successful Chicago, operating thirteen offices crossed the US. TMG delivers wealthiness absorption services to high-net-worth individuals and families nationwide.

In May, TMG completed the acquisition of Pillar Wealth Management, a Walnut Creek, California-based RIA. This determination added implicit $200m successful assets to TMG’s books and represents its 4th acquisition successful the San Francisco Bay Area.