5T Wealth Management — Fee-only financial advisor

Wellspent Discovery/Advisors/5T Wealth Management

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About

Our mission is simple: to be the trusted primary advisor and wealth manager for individuals and families 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, their families, and their community.

Who they serve

High earners
Ultra high net worth
Executives
Founders
Multi-generational families
Pre-retirees
Retirees
Early-career professionals

Services

401(k) & IRA Management
Asset Allocation
Cash Flow Planning
College/Education Planning
Estate Planning
Exit Planning
Family Wealth Transfer
Financial Planning
Insurance Planning
Investment Management
Liquidity & Exit Planning
Philanthropic Planning
Portfolio Rebalancing
Retirement Planning
Tax Strategy
Wealth Management
Alternative Investments
Charitable Giving
Family Office Services
Financial Advice & Coaching
Insurance/Risk Management
Life Transition Planning
Portfolio Management
Risk Management

Structured record

Name	5T Wealth Management
Firm	5T Wealth Management
Location	Napa, California
Fee model	Percentage of Assets (AUM)
AUM	$100M - $500M
Founded	1998
Firm size	6 - 20 employees
Affiliation	Independent RIA
Credentials	CFA
Designations	CFA (Chartered Financial Analyst) · Series 65
Investment approach	Active management · Blend of both
Website	https://5twealth.com/

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Specialties

Small business owners
Family wealth transfer
Retirement planning
Equity compensation