5T Wealth Management
Financial advisory firm in Napa with a focus on clients needing comprehensive financial planning and sophisticated investment solutions.
5.0
Average rating
2
Client Reviews
0% to 1%
Percentage of Assets (AUM)
What Our Clients Say
5.0
2 Client Reviews
Yev
@Backblaze Guy' | Tweets about: entrepreneurship, tech, food, travel, gaming, movies, books, nerdy stuff and D&D | #UIowa #GoHawks | views sont les miennes.
5.0
"I like my guy! Chris Roth with 5T Wealth Management. Based out of Napa, California. I use 'em for portfolio management and planning. I chose 'em because he humored me in answering my pedestrian questions after Backblaze IPO'd and has always been responsive + he's good at tennis."
Disclosure:This post was publicly shared on social media. It is not a verified client review, nor is it an endorsement by Sam’s List. We did not edit or alter the original content. This section is for informational purposes only.
Jonathan D
August 28, 2025
Current client since 2018
5.0
Reason for working with 5T Wealth Management
Depth of experience, smarts, integrity, client reference, size of firm and time to focus, culture.
Experience working with 5T Wealth Management
Superb. Cannot say enough great things about the team and I sing their praises from the rooftop.
Communication
Subject-matter knowledge
Overall satisfaction
Conflicts of Interest
No personal or professional relationship disclosed.
Compensation
Reviewer did not receive any compensation for this review.
Disclosure:This review reflects the personal experience of the reviewer and does not represent an endorsement by Sam’s List
Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
We work with many different types of clients, but our ideal client is someone who is looking for a long-term partner to help build and protect their wealth. We work well with the following types of clients: - Tech executives and founders, pre- and post-liquidity.
- Individual with concentrated stock holdings, either liquid or through options/RSU programs.
- Individuals with complicated tax and etate planning needs.
- Family office clients and individuals with multi-generational wealth.
- Individual with concentrated stock holdings, either liquid or through options/RSU programs.
- Individuals with complicated tax and etate planning needs.
- Family office clients and individuals with multi-generational wealth.
Clients who wouldNOTbe a good fit
Clients looking for insurance and annuity based solutions are not a good fit.
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
$250,000
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0% to 1%
Meeting Options
In person meetings
Video meetings
Phone
Email
About 5T Wealth Management
Our mission is simple: to be the trusted primary advisor and wealth manager for individuals and families who are seeking long term financial security and wish to use their personal and financial resources to make their lives more meaningful and productive for themselves, their families, and their community.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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We strive to transform worry and stress into confidence and peace through careful planning delivered consistently while ensuring we’re accessible when you need us.
I give clients peace of mind to live their life and not worry about their finances. The rest is details.
We offer financial planning and investment management services to senior managers and executives in tech.
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