The Mather Group partners with Napa Wealth Management

Core Insights - The Mather Group (TMG) has formed a wealth management partnership with Napa Wealth Management (NWM), enhancing TMG's presence in Northern California and its ability to serve business owners and families [1][4] - NWM manages nearly $300 million in assets and specializes in financial planning and advisory solutions for high-net-worth clients [1][5] - The partnership emphasizes a shared philosophy between TMG and NWM, focusing on clarity, confidence, and a client-first approach in wealth management [2][4] Company Overview - TMG is a fee-only investment advisory firm based in Chicago, with thirteen offices across the US, providing wealth management services to high-net-worth individuals and families [5] - NWM, established in 1997, is headquartered in Napa, California, and caters to high-net-worth and ultra-high-net-worth business owners and families [5] Strategic Expansion - The partnership with NWM is part of TMG's ongoing West Coast expansion strategy, which includes the recent acquisition of Pillar Wealth Management, adding over $200 million in assets [6] - TMG aims to integrate financial planning, customized investment management, tax expertise, and advisory support under a unified fiduciary standard through this partnership [4]