Helping families and business owners to create, build, and preserve wealth in the wine country and beyond.

There's nothing more exciting than new beginnings. That is, of course, if you know where you're going. So now that you have a family or business of your own to take care of, it's important to think about all your goals and objectives for the future, and to make sure you have a plan in place to make it happen. Want to buy a new home, send your kids to college, make sure all their day-to-day needs will be met, or build the retirement of your dreams?

Congratulations: You're off to a great start.





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Market Watch

February 27, 2020 @ 02:11 PM

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF -0.9%  
Dow Jones Transportation ETF -0.7%  
Dow Jones Utilities ETF -1.2%  
Nasdaq Composite ETF -0.7%  
Nasdaq 100 ETF -1.3%  
S&P 500 ETF -0.7%  
S&P 100 ETF -1.8%  
S&P Mid-Cap 400 ETF -0.5%  
PHLX Semiconductor Index ETF -1.0%  
OSX Oil Service Sector Index ETF -36.9%  

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