Robert Blanusa
Napa Wealth Management

Tel: (707) 320-3786
1836 Second Street
Napa, CA 94559

About Napa Wealth Management

Napa Wealth Management was founded on a simple premise: provide clients with the type of relationship we would want for ourselves.

Our process is designed to uncover needs that you might not know you have. Our goal is to deliver superior client servicing combined with a sensible and tailored investment management methodology in an effort to provide our clients with the comfort and confidence that they are on the right path toward achieving their financial objectives.

Since 1997, we have acted as a fiduciary for our clients. Beyond the legal requirement of serving our clients? needs first, our relationship begins with questions which allow us to gain a deeper understanding about how our clients view their wealth. With our client?s objectives at the forefront of our process, we design a strategy to help them achieve their financial goals.

General Information

Firm Start Year:   1997
No.of Employees:   5-9
States Licensed in:   CA

Qualifications & Memberships

Robert Blanusa

Robert Blanusa

Robert honed his analytical skills during 18 years in the technology industry and then during nine years at Charles Schwab, first as an Investment Specialist and finally as VP Financial Consultant.

While at Schwab, Robert helped craft asset allocation models for over 300 clients with over $300 million in total assets. He also strategized with clients on financial modeling and planning. After nine years at Schwab, Robert founded Carneros Asset Management, successfully building Carneros into a thriving boutique investment firm. In October 2015, Robert merged Carneros with Napa Wealth Management allowing him to focus entirely on working with clients. Utilizing the resources of NWM, Robert works with a select set of clients on a consultative basis, helping them develop a financial planning platform that serves as the basis for their investment strategy.

A native of the Pacific Northwest, Robert moved to the Napa/Sonoma area in 2003 to enjoy the natural beauty of Northern California. He can be found biking, skiing or hiking almost every weekend. Together with his wife Lora Blanusa, a physician at Harvest Pediatrics, they manage to find an outdoor activity they can enjoy as a combined family of seven.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM