K&A Asset Management LLC, (K&A) is an investment advisor registered with the Securities and Exchange Commission (SEC). We are located in California’s beautiful Napa Valley and currently serve clients throughout the United States.

We provide a broad range of services from actively managing client’s financial assets to assisting them in achieving their long term goals and objectives related to total wealth management, including tax, legal, trusts and estate planning solutions.

The assets that we manage are predominately invested in portfolios that may contain stocks, bonds, cash and mutual funds or exchange traded funds (ETF’s) that represent asset classes across the spectrum of domestic and foreign choices. Certain portfolios may also contain currencies and precious metals.

For more information on portfolio choices, investment objectives and management styles please see our page entitled “Portfolio Choices”.

When working on wealth management solutions we often team up with one or more of the Bay Area’s finest legal and accounting firms, as well as third party trust administrators, to provide total wealth management to our clients.

Our clients include individuals, family trusts, charitable trusts, retirement plans, small businesses, endowment, and non-profit foundations.