A good plan can make all the difference. Creative thinking can unravel complex problems. We help you identify and prioritize your strategic objectives. We can put you in a position to make informed and balanced decisions. Then we’ll move to implement those decisions. Don’t get lost in the noise of daily pressure and activity. Advance your plan.
Kelly Berryman counsels closely held companies and individuals in a diverse range of business and real estate transactions. Her clients include winery and vineyard owners, consultants, manufacturers, professionals, and real estate professionals.Read More About Kelly
Dennis Montalbano represents companies and individuals throughout Napa Valley and the Bay Area, advising them on business, tax, and estate matters. He specializes in strategic financial and legal planning and also has an active estate planning and trust administration practice.Read More About Dennis