The Mather Group (TMG), a wealth management firm serving individuals and families in the US, has announced a wealth management partnership in Northern California with Napa Wealth Management (NWM), a registered investment advisor based in Napa Valley.
NWM has just under $300m in assets under management.
This partnership strengthens TMG’s presence in Northern California and expands its ability to serve business owners and families with sophisticated planning and advisory requirements in the region.
According to TMG, the partnership brings together two firms that share a belief that business owners and retired clients want clarity, confidence, and a roadmap for their future.
Both firms are claimed to use a team approach to planning, combining experience, customised investment management, practical guidance, and a client-first mindset.
The Mather Group CEO Jennifer des Groseilliers said: “From our first conversation, it was clear that Napa Wealth Management’s philosophy aligns seamlessly with ours.
“They’ve built their reputation on trust, transparency, and a client-first approach. Values that are also at the core of TMG. We look forward to bringing both firms’ strengths together to enhance the depth of resources and support available to clients.”
Napa Wealth Management’s six-person team will join TMG and will ensure the same familiar faces, investment management philosophy, service philosophy, and a seamless client experience for existing clients.
Napa Wealth Management founder and president George McCuen said: “Joining The Mather Group allows us to keep doing what we’re known for—helping clients live life to the fullest without the worry of running out of money.
“We’re excited to partner with a team that shares our values, our planning-first approach, and our commitment to client-focused leadership and high-touch support.”
The partnership marks another step in TMG’s West Coast expansion and enhances its multidisciplinary service offering by integrating financial planning, customised investment management, tax expertise, and advisory support under a unified fiduciary standard.
Napa Wealth Management, established in 1997 and headquartered in Napa, California, specialises in providing financial planning, investment, and advisory solutions to high-net-worth and ultra-high-net-worth business owners and families.
The Mather Group is a fee-only investment advisory firm based in Chicago, operating thirteen offices across the US. TMG delivers wealth management services to high-net-worth individuals and families nationwide.
In May, TMG completed the purchase of Pillar Wealth Management, a Walnut Creek, California-based RIA. This move added over $200m in assets to TMG’s books and represents its fourth acquisition in the San Francisco Bay Area.
