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
Among our clients there is significant diversity in age, location and
life style. However, the overwhelming majority of our clients are owners
of their own businesses or retired from running their own business.
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
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
We have a very simple and straight forward MISSION STATEMENT:
To be the
trusted primary investment advisor for individuals, families and
institutions who are seeking long term financial security and wish to
use their personal and financial resources to make their lives more
meaningful and productive for themselves and their community.
5T Wealth is
highly regarded for its investment results and level of commitment to
its clients. 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
The assets that we manage are predominately invested in portfolios that
may contain stocks, bonds, cash and exchange traded funds (ETF’s) that
represent asset classes across the spectrum of domestic and foreign
choices. Certain portfolios may also contain currencies, precious metals
and employ options strategies.
We are not classic “asset allocators” however. We prefer to think of
ourselves as opportunistic investors and traders. We always say that we
like to own what is going up and avoid what is going down.
We invite you to tour
our website by using all the tabs above to meet our team, better
understand our company, including all the managed portfolios we offer,
our family office services, retirement services, and our client
communications including our highly regarded newsletter called
We offer a very different value and service proposition than many financial services firms
you will come across. To understand us better take the time to read our Investment Management page.