• Our client's interests always come first, period.
• 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.
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.
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 24 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.
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 25 years later and nothing has changed his mind about that culture or the need for an antidote.
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.
We believe that every journey should start with solid planning before making the journey.
That includes the journey to retirement and beyond.
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.
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.
At 5T Wealth we continue to receive tremendous feedback on
the quality of the Ellumination newsletters,
so we are proud to present it here for the benefit of our clients and friends.
If you haven’t read them - you should,
we don’t think you will find commentary of this quality elsewhere.
We have clients who have been with us for 24 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.