Delivering insightful advice Building on a foundation of trust
Diane Mcminds
Senior Vice President - Wealth Management
800-347-6272
855-277-2817
703 Trancas Street
3 + 4 Financial Plaza
Napa, CA 94558
In a world of confusing headlines and challenging markets, it takes more than investment guidance to help you confidently move forward. It takes an understanding of your entire financial life, your hopes and dreams. You also need a clear road map for getting where you need to go.
As your personal advocate, I can provide you with advice that is tailored to your circumstances and priorities. I'll begin with a comprehensive plan for all you'd like your wealth to achieve. Over time, I will continue to adjust it, should circumstances change, so you can embrace your financial future with confidence no matter what the environment.
Diane McMinds has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2019
- Working Mother Magazine Top Wealth Adviser Moms, 2018
My perspectives
Insights