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Napa Wealth Management Logo
Napa Wealth Management Growth Score
83
CB Rank
988570
Heat Score
44
Napa Wealth Management is an insurance company which provides Investment Management, Financial Planning, Retirement & Income Planning.
Founded
obfuscation
Private Causapscal, Quebec, Canada1-10 napawealth.com/
Financial Services
Overview

Napa Wealth Management
Growth Score
83
Heat Score
44

Growth Score83
-3 pts
in past quarter
Heat Score 44
0 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Napa Wealth Management

CB Rank
988570
Napa Wealth Management is an insurance company which provides Investment Management, Financial Planning, Retirement & Income Planning.
Founded
obfuscation
Private Causapscal, Quebec, Canada1-10 napawealth.com/
Financial Services

Key People

  • Photo of George McCuen
    George McCuen: Certified Financial Planner™ | Wealth Manager | President and Principal

Details

Legal Name Napa Wealth Management
Operating Status Active
Company Type For Profit
Founders  George McCuen
Phone Number (707) 252-1343
Contact Email patrick@napawealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
A service that develops and implements strategies to manage clients' investment portfolios aligned with their financial goals.
Financial Planning
A service that assesses clients' financial situations and goals to create comprehensive plans for managing their wealth.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 6

Employee Profiles

  • Photo of George McCuen
    George McCuen Certified Financial Planner™ | Wealth Manager | President and Principal
News

News and Press

News•Nov 14, 2025
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News•Nov 14, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Interest Signals

TopicSurge Score
Bike to Work Day Logo
Bike to Work Day
92
Texting Logo
Texting
89
Private Credit Logo
Private Credit
85

Active Website Tech Count

8Napa Wealth Management is actively using 8 technologies for its website, according to BuiltWith. These include Euro, jsDelivr, and  Cloudflare JS.
Sub-Organizations
Frequently Asked Questions

Where is Napa Wealth Management's headquarters? Napa Wealth Management is located in Causapscal, Quebec, Canada.Who are Napa Wealth Management's competitors? Alternatives and possible competitors to Napa Wealth Management may include Charles Schwab, NFP, and  LPL Financial.
Who We Are
What We Do
Helpful Links
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