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The Antidote to Wall Street


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The Antidote to Wall Street


5T Wealth Management

Our client's interests always come first, period.

Wall Street

Shareholders are #1 in their pecking order.

• Large institutional clients come next.

• Large proprietary trading accounts for the benefit of the firm often take priority over client’s accounts and best interests.

Finally retail clients (like you) are considered somewhere down the ladder.  

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Who We Are


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Who We Are


Family Business in Napa Valley

5T Wealth Management LLC (5T Wealth) is an investment advisor registered with
the Securities and Exchange Commission (SEC).
We are located in California’s beautiful Napa Valley. We serve clients throughout
the United States including individual investors,
family trusts, charitable trusts, retirement plans and endowments.

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We believe we are unique the way we work with our clients. They become like members of the family. Some of them have been with us for 25 years, which is the entire time we have had a practice in the Napa Valley. We call that client loyalty. We are just as loyal to them.

We provide a broad range of services from actively managing client’s financial assets to assisting them in achieving their long term goals and objectives related to total wealth management, including tax, legal, trusts and estate planning solutions.

5T Wealth often teams up with the finest lawyers and accountants to provide total wealth management solutions.

In addition to the services listed above we offer Family Office Services to clients who meet the minimum portfolio requirement and who are seeking such services. In some cases we serve three generations of family members.

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Introduction


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Introduction


Paul Krsek

FOUNDER

In 1989 our founder, Paul Krsek, left his job as President and CEO
of a Los Angeles based investment management firm because he was fed up with the self-serving culture
of “Wall Street”. He set out to create the “Antidote to Wall Street”.
It is now 26 years later and nothing has changed his mind about that culture or the need for an antidote.

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The 5 T's


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The 5 T's


We Believe

IT TAKES “5 T’s” TO SUCCESSFULLY MANAGE
PERSONAL AND FAMILY WEALTH IN THE 21ST CENTURY

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Our Team


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Our Team


YOU WILL BE SUPPORTED AT ALL TIMES BY ALL OF OUR PROFESSIONALS

Every member of our team is here to support your goals and aspirations
in order to preserve and add to your wealth. You will not be assigned an account representative at 5T.

We listen closely, we communicate effectively, we plan with you,
we develop investment policy with you, and we constantly review your total wealth
management strategy and meet with you periodically to review.

We will work closely and personally with your other professional advisors including your estate planning
attorney and tax accountants. Consider us your family council.  

You will have our cell phone numbers and can call on us at any time.
We want you to feel taken care of, informed and in control. 

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Planning


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Planning


“THE FELLOW THAT CAN ONLY SEE A WEEK AHEAD IS ALWAYS THE POPULAR FELLOW,
FOR HE IS LOOKING WITH THE CROWD.
BUT THE ONE THAT CAN SEE YEARS AHEAD, HE HAS A TELESCOPE BUT
HE CAN'T MAKE ANYBODY BELIEVE THAT HE HAS IT."
- WILL ROGERS

We believe that every journey should start with solid planning before making the journey.
That includes the journey to retirement and beyond.

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Family Office Services


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Family Office Services


Our clients understand

that we manage their money like it was our own and
that we care for them like they were members of our family

We understand that our client’s total wealth is a composite of the total
value they have created in the course of their lives through their business, family, community
and spiritual connections and interactions.
Managing the total wealth and well being of a client family, made up of multiple generations,
is the job of our Family Office Services team.

Family Office Services are available to families with investment portfolios in excess of $15,000,000.

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Investing


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Investing


WE OFFER A STYLE YOU MAY NOT BE USED TO, BUT MAY REALLY LIKE

We are active managers.
We believe in owning what is going up in value and avoiding things that are going down.
Sometimes that is easier said than done, but it is at the core of what we do.

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Client Experience


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Client Experience


LASTING RELATIONSHIPS THAT FEEL LIKE FAMILY

We have clients who have been with us for 25 years, dating back to
the beginning of Paul Krsek’s predecessor practice prior to the founding of
5T Wealth Management, LLC in 1998. We consider that to be “longevity”.
We think it speaks volumes about the fact that our clients become like family.

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In The News


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In The News


Current news stories from around the world

We at 5T Wealth, just like our clients, have diverse interests.
Whether it's travel, healthy living or financial best practices, we enjoy updates that keep us informed.
Here you will find stories about these topics and more. Enjoy.