
PRWCA Member Retirement Plan Offering & Wealth Management Partners

July 8, 2025
PRWCA Member Retirement Plan Offering & Wealth Management Partners

The Paso Robles Wine Country Alliance is committed to providing members meaningful benefits for your business including solutions that contribute to our community’s quality of life, economic vitality, and help you show your employees you value what matters to them.
That’s why we’re thrilled to offer PRWCA members a retirement plan, called a Multiple Employer Aggregation Program (MEAP). This 401(k) plan – the first of its kind offered through the Alliance – is run by San Luis Wealth Advisors and Lincoln Financial for PRWCA members who choose to participate. If you missed the info session in April, you can LEARN MORE HERE >>
In addition to San Luis Wealth Advisors, the PRWCA is proud to have several member companies who offer financial and wealth management services, including:
Columbia Private Bank, a division of Umpqua Bank & Umpqua Retail Bank
Vineyard Wealth Strategies financial & insurance solutions
Questions? Contact Development Director Carol Yeaman-Sanchez at cyeasan@pasowine.com.