Edward Jones, Ross Monten

  • Financial Advisors & Planners
1300 Main Street
Suite 250
Napa, California 94559
(707) 968-1948
  • About

    We provide families and small businesses in our Napa Valley with personalized service in all areas of wealth strategies, including estate considerations, retirement & college planning, and risk assessment. My mission is to help clients secure financial independence and businesses retain and reward their best employees. As a former naval officer, I enjoy helping veterans, and my practice is focused on the wine & hospitality industry, as well as those in the legal and medical field.