5T Wealth Management
Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions.
5T Wealth Management · Napa, California
5T Wealth Management is a fee-only financial advisor at 5T Wealth Management in Napa, California, who holds the CFA credential. Christopher charges a percentage of assets and focuses on small business owners, family wealth transfer and retirement planning.
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Specialties
Who they serve
- High earners
- Ultra high net worth
- Executives
- Founders
- Multi-generational families
- Pre-retirees
- Retirees
- Early-career professionals
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.
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
Facts
| Firm | 5T Wealth Management |
|---|---|
| Based in | Napa, California |
| Fee model | Percentage of assets |
| Assets under management | $100M - $500M |
| Firm founded | 1998 |
| Firm size | 6 - 20 employees |
| Credentials | CFA |
| Investment approach | Active management · Blend of both |
| Firm size | 4 employees |
| Website | 5twealth.com |
How Christopher's firm compares
- 5T Wealth Management's average account is about $622,000, from its Form ADV (assets managed divided by 533 accounts).
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Questions about Christopher
Is 5T Wealth Management a fee-only financial advisor?
Yes. 5T Wealth Management is listed in the public advisor directory (listed as fee-only).
How does Christopher charge for financial advice?
Christopher charges a percentage of assets.
Where is 5T Wealth Management based?
5T Wealth Management is based in Napa, California.
What does Christopher specialize in?
Christopher's specialties include small business owners, family wealth transfer, retirement planning and equity compensation. Christopher works with high earners, ultra high net worth, executives, founders and multi-generational families.
What credentials does 5T Wealth Management hold?
5T Wealth Management holds the CFA credential.
How much does 5T Wealth Management manage?
5T Wealth Management reports $100M - $500M in assets under management.
How do I contact 5T Wealth Management?
Through Christopher's website, 5twealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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