513 Lincoln Ave, Napa CA 94558 | Office: 707-492-5100 | Cell: 707-297-9005
Your financial picture is intricate.
Together we will develop a strategy to optimize your future through holistic financial planning.
Wealth Management Services
Financial Planning
The initial phase of the financial planning process is discovery, wherein we discuss your financial needs and goals, as well as your time horizon. We will discuss your current investments, and annuities and insurance, current expenses, and future expenses.
Portfolio Oversight
Once we have an understanding of your unique financial scenario, a recommendation will be made, and an investment portfolio suited to your needs and goals will be implemented. Your portfolio will be optimized for your individual risk tolerance, liquidity needs, investment return goals, and tax efficiency.
Insurance & Annuities
Insurance is a sometimes glossed-over aspect of financial planning. In coordination with your tax professional and attorney, insurance may be appropriate to include in your estate plan. Additionally, it may be advantageous to include annuities in your plan for future income in retirement as a complement to social security and investment income.
Who I am
Grant C. Smith is a Financial Advisor for Vintage Wealth Advisors in the Napa Valley. Before joining Vintage Wealth Advisors, Grant worked in San Francisco for Oppenheimer. At Oppenheimer, the New York based investment bank and wealth management firm, Grant worked in the private client division of the firm, serving high net worth individuals and families, as well as providing advice for 401(k) and 403(b) plans for small businesses. Grant focuses on holistic financial planning through analysis of each aspect of a given individual’s financial wellbeing, namely with respect to retirement planning, college and estate planning, and how each facet of an individual’s larger financial picture translates to investment advice tailored to time horizon and risk tolerance.
Grant is an alumnus of Oregon State University, and holds FINRA’s Series 7 Registration through LPL Financial and Series 66 Registration through both LPL Financial and Financial Advocates Investment Management.
Outside of the office, he enjoys spending time with friends, trying new restaurants, running, and playing golf.
In-person and remote options
Our office is located in Napa, California. If we do not regularly meet in person, we can connect remotely via video conference for portfolio reviews and updates.
