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NAPAWEALTH.COM

Napa Wealth Management

We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.

http://www.napawealth.com/

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CONTACTS AT NAPAWEALTH.COM

COMPUTER ENGINEERING GROUP

CARLOS MORALES

1562 SI●●●●●●●O TRAIL

N●A , CA, 94559

US

1.707●●●●●01206
1.70●●●●9451
CE●●●●●@CE-GROUP.COM

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COMPUTER ENGINEERING GROUP

CARLOS MORALES

1562 SI●●●●●●●O TRAIL

N●A , CA, 94559

US

1.707●●●●●01206
1.70●●●●9451
CE●●●●●@CE-GROUP.COM

View this contact

COMPUTER ENGINEERING GROUP

CARLOS MORALES

1562 SI●●●●●●●O TRAIL

N●A , CA, 94559

US

1.707●●●●●01206
1.70●●●●9451
CE●●●●●@CE-GROUP.COM

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Napa Wealth Management | napawealth.com Reviews

https://napawealth.com

We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.

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napawealth.com napawealth.com
1

Napa Wealth Management – FAQs

https://napawealth.com/faq

You Are Here: Home. What is the advantage of working with a firm like NWM? Who is a typical NWM client? Why is it important to work with a CFP (Certified Financial Planner)? What is the difference between a Registered Investment Advisor (RIA) like Napa Wealth Management and a broker? How is my account billed? Who makes the investment decisions regarding my portfolio? How often will I receive statements? Will I have online access to my accounts? What is NWM’s relationship to TD Ameritrade? TD Ameritrade i...

2

Napa Wealth Management – Investment Models

https://napawealth.com/investment-models

You Are Here: Home / Investment Models. Concentrates on investing assets in essential business services that generate income. This model invests in established, well-managed companies that provide goods and services that are needed in good times or bad. The Core Rotation Strategy. This strategy concentrates on owning asset classes that are currently working. Why sit in an asset class that is going down month after month? Wondering how your portfolio stacks up? Give our Chief Investment Officer Tim.

3

Napa Wealth Management – Services

https://napawealth.com/services

You Are Here: Home / Services. The economic conditions over the past decade have forced many investors to re-evaluate their personal financial plans that were rooted in investment and financial planning assumptions that have not held true. This has forced some to reduce their current standard of living, re-enter the workforce or extend the years before retirement. Retirement & Income Planning. Estate planning is typically not on the top of people’s to-do lists so we help our clients through the process s...

4

Napa Wealth Management – About Us

https://napawealth.com/about-us

You Are Here: Home. Napa Wealth Management was founded based on the simple belief of providing clients with the type of relationship we would expect for ourselves. Our process is designed to uncover needs that you might not know you have. Superior client servicing combined with a sensible and tailored investment management methodology provides our clients with the comfort and confidence that they are on the right path toward achieving their financial objectives. George McCuen, CFP. Miguel Gonzalez, CRPC.

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NWM | NWM Momentum Fund

http://www.nwmfund.com/nvm

You are about to leave the NWM Momentum Fund website. And be redirected to the Napa Wealth Management advisor website. 8211; Click Here. Back – Click Here. Total Annual Fund Operating Expenses 1.65%. The Fund imposes a redemption fee of 2.00% of the total redemption amount (calculated at market value) if you sell or exchange your shares after holding them for 90 days or less.

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Prechter Says Dow 1,000; I Say 'Not Possible' | Seeking Alpha

http://seekingalpha.com/article/227398-prechter-says-dow-1-000-i-say-not-possible

Sign in / Join Now. Gold and Precious Metals. Prechter Says Dow 1,000; I Say 'Not Possible'. Sep 28, 2010 9:22 AM ET. This call, though, seems to be one set on selling more subscriptions, having less to do with reality. Dow 1,000 is a headline grabber and sure to put some people on edge. What if? What if we did see 1,000 on the Dow? First, 1,000 on the Dow will literally wipe out 90% of the market cap of the greatest businesses in America, and arguably the world. Let's look at Coca-Cola (NYSE: KO. As you...

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Napa Wealth Management

Making Smart Decisions With Your Money. Have We Captured Your Wealth Management Priorities? Watch this short video to find out. Want to learn more? Contact one of our Advisors at (707) 252-1343. Does your current portfolio align with your acceptable levels of risk and reward? Is your portfolio taking more risk than you are comfortable with? Grab a cup of coffee and take a 5-question quiz to find your RISK NUMBER. Button below to get started and see if your current portfolio fits you. Napa, CA 94559.

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SEO Consultant: Mary Forma. Mary Forma has offered Search Engine Optimization consulting since 2003. If you would like help with keyword phrase determination, Google Penguin Recovery, other SEO forensics, domain name selection, traffic interpretation or general expectations with respect to propelling traffic, improving online sales and viability of your web project, please call her directly at (512) 585-1367. Website Designers from Napa Valley. Mary is optimizing websites from Austin, Texas!