Who We Are
Vintage Wealth Advisors is an independent, full-service financial planning firm committed to supporting the goals of individuals and business owners in the Napa Valley. As registered representatives of LPL Financial and Investment Advisor Representatives of Financial Advocates Investment Management, the team at Vintage Wealth Advisors provides fee-based advice and a wide array of services that include: comprehensive financial planning, proactive investment management, customized retirement strategies, estate planning, insurance, and annuities
Our Investment Philosophy
At Vintage Wealth, we firmly believe that a custom, holistic and proactive approach to investment management is necessary to address the unique needs of our clients. We work with you to maximize portfolio opportunities through an in-depth assessment of your short and long-term goals, risk tolerance and your financial life in its entirety.
Giving Back
Here are some organizations John is affiliated with.
John Cordeiro is a past president of Napa Sunrise Rotary Club, on the Board of Directors for the Boys and Girls Club Napa Valley and on the Board of Directors for the Queen of the Valley Hospital. John likes to give back to charities that help the town he lives in directly; some of his favorites to give back to include: The Enchanted Hills Camp for the Blind, The Pathway Home Program Saving lives- one soldier at a time, Napa Boys and Girls Club foundation and local schools. The Vintage Wealth team attends several charity events a year benefiting different organizations.
