Preferred Providers

As specialists in the wine industry, we’ve invested a great deal of time and energy in perfecting a unique set of skills. But we can't do everything. That's why we partner with key service providers -- in areas like financial planning and legal counseling, direct to consumer sales training, banking, and insurance.

Let us know if you need special assistance so we can personally connect you with one of our trusted associates.


CAMALEO web intelligence

Web Design & Development
707-265-6327

The Hoffman Group

Part time CFO and Controller Services

Farella, Braun & Martel

Business Attorneys
707-967-4000

Meibeyer Law Group

Business Attorney
707-963-7703

Gagen McCoy

Attorney - Tax
707-963-0909

Silicon Valley Bank

Wine Industry Banking
707-967-1367

WISE Academy

Wine Industry Sales Education

Gaw Van Male

Attorneys - Business & Estate Planning
707-252-9000

First Republic Bank

Wine Industry Banking
707-968-0988

Bank of America, Santa Rosa

Wine Industry Banking
800-850-9620

Wells Fargo, Santa Rosa

Wine Industry Banking
707-584-3165

Betty McGraw

Wine Industry Accountant
707-965-2477

Shauna MacKenzie

Wine Industry Bookkeeper
(707) 637-6753

Sue Freeland

Wine Industry Bookkeeper
707-738-5487

Tami Gallant

Wine Industry Bookkeeper
707-246-4569

Payroll Masters

Payroll Processing Specialists
1.800.963.1428

St. Helena Insurance

Insurance

alliantgroup, LP

R&D, EXPORT AND OTHER SPECIALIZED TAX CONSULTING