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Wealth Management Firms Forge Partnership to Serve Northern California Clients
17 Nov
Summary
- Wealth management firm The Mather Group partners with Napa Wealth Management
- Napa Wealth Management has $300 million in assets under management
- Partnership expands The Mather Group's presence and services in Northern California
In a strategic move, The Mather Group (TMG), a wealth management firm serving individuals and families in the US, has announced a partnership with Napa Wealth Management (NWM), a registered investment advisor based in Napa Valley. The partnership, which was finalized in the past few weeks, strengthens TMG's presence in Northern California and expands its ability to serve business owners and families with sophisticated planning and advisory requirements in the region.
NWM, which currently manages just under $300 million in assets, will join TMG, bringing its six-person team on board. This integration will ensure a seamless transition for NWM's existing clients, who will continue to work with the same familiar faces and maintain the investment management philosophy and service approach they have come to expect.
According to the leadership of both firms, the partnership is a natural fit, as they share a belief that business owners and retired clients want clarity, confidence, and a roadmap for their financial future. Both TMG and NWM are known for their team-based approach to planning, combining experience, customized investment management, practical guidance, and a client-first mindset.
