How to Plan the Perfect Wine Tasting Trip to Napa and Sonoma

Turn your California wine country getaway into a vacation you'll never forget.
vineyard in Sonoma
Photo: @1davidlange via Twenty20

Whether for a romantic couples vacation, a girls weekend, or even a wine country weekend with the kids, when you arrive in Sonoma or Napa with the general intention of drinking some wine, you won’t be disappointed. Vineyards create a tapestry upon the land, wineries rise from the fields, and there’s always a tasting room at hand. But to have the best wine-tasting trip to Napa County or Sonoma County, advance planning—and figuring out what kind of wine tasting experiences you want—will turn an average-to-good experience into a vacation to remember. 

I spoke with Melanie Schwartz, owner of the wine-country concierge service Booker and Butler, about how to create the perfect wine country vacation. Here’s her advice for planning a wine-centric (but not wine-exclusive) getaway to California wine country.

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First, Ask Yourself: Napa or Sonoma? (Hint: There’s No Right Answer)

Vineyard in the Napa Valley
Napa and Sonoma differ in a few very important ways (Photo: @alfredomjr via Twenty20)

Napa and Sonoma are neighbors with a lot in common. They’re both driving-distance from San Francisco and are blessed with ideal conditions for grape growing and winemaking. They’re both famously beautiful, and each shines in its culinary offerings, boasting everything from local farm stands to Michelin-starred restaurants. But, Schwartz notes, they differ dramatically in ways that count.

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Napa’s geography and relatively compact layout comes with benefits and drawbacks. In Napa, Shwartz says, “It’s easy to get around and you are never far from your next glass of wine. But with notoriety comes popularity; it can get crowed in the valley.”

Your preferred varietals might also draw you to Napa: “In Napa Valley, Cabernet is king and the quality of Cabernet Sauvignon from Napa is arguably the best in world. For whites, Sauvignon Blanc rules.”

Sonoma, by contrast, is a huge county—more than twice the size of Napa. Schwartz says that Sonoma offers something special to people willing to explore a bit more. “While there are a number of well-travelled wine trails, so much of it is off the beaten path. You can get lost in Sonoma.”

Sonoma’s star varietals are also different. “Fans of Pinot Noir and Chardonnay are better served in Sonoma County, which has the greatest diversity of wines of any region in California.” And Sonoma has both the Russian River and more than 50 miles of rugged and beautiful Pacific coastline to explore.

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Don’t want to choose just one? If you have enough time and a car (or car rental), you can easily explore both Napa and Sonoma. But keep in mind that the two destinations are separated by the Mayacamas mountain range, and, Schwartz cautions, “The roads that cross the mountains are few, and driving them is far from carefree.” If you decide to explore both Napa and Sonoma, consider planning them for two separate legs to your journey to spare yourself the daily commute between the two destinations.

Then, Answer These Wine Questions

couple at Gloria Ferrer Vineyard during a stop on Globus' California Dreamin’: Northern California by Design California guided tour
Knowing what kind of wine vacation you want is a key part of choosing between Napa vs. Sonoma (Photo: Christine Sarkis)

Whether you’re a collector on a mission or a casual wine drinker looking to expand your horizons, it’s important to ask yourself the following questions, which will help you identify what you actually want out of your wine tasting experiences and let you have the best trip possible.

1) What wines do you hope to drink and buy?

Schwartz always asks her clients about their preferred varietals, since that question alone narrows the choices from hundreds of wineries to a few dozen. Having a sense of your price points for tasting fees and bottles of wine will help you further narrow the options.

2) What’s your goal in visiting Napa or Sonoma?

Before you go to Napa or Sonoma, it’s important to decide if you’re looking to buy or collect wines you already know and love, or are you hoping to explore new territory for your palate.

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3) What type of wine tasting experience do you want?

Are you looking for something small and intimate, a group tasting setting, views of the valley, food pairings, or additional experiences like lunch, cave tours, art collections or historical settings, or production tours?

4) What other practicalities do you need to account for?

“If you want less time in the car driving to wineries, this can impact where to go,” says Schwartz. “The number of people in your group might [also] limit your options.” Once you understand your wine-tasting hopes and goals, it’s infinitely easier to craft just the right itinerary.

Be Realistic about the Number of Wineries You’ll Visit Per Day

After years helping people create their Napa and Sonoma itineraries, Schwartz says a common mistake she sees is people wanting to squeeze as many winery visits they can into one day. Rather than stumble through a day of wine tasting, be selective in your winery choices, then slow down and enjoy the experience.

Wineries typically open at about 10 and end tastings between 3:00 and 5:00 p.m. An ideal number of wineries for most people, Schwartz says, falls between two and four per day. Where you fall in this range, she says, “will depend on if your appointment is just a tasting or includes a tour or food component which take longer … and if you are also wanting to build time in the middle for lunch.”

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There are other considerations to account for, like travel time between tasting rooms. When Schwartz creates itineraries for clients, she both accounts for drive time and leaves time for the unexpected. At some wineries the owner or wine maker might unexpectedly be part of your tour, an opportunity you don’t want to rush, so she strategically leaves additional time at wineries where people might want to linger.

Take Time Out from Wine Tasting to Savor the Rest of Napa and Sonoma

Armstrong Redwoods State Natural Reserve, Guerneville, California
Armstrong Redwoods State Natural Reserve is a nice day trip from Napa and Sonoma (Photo: @gouldimages via Twenty20)

Schwartz loves helping people plan wine country vacations, but encourages everyone to build variety into their trips by adding in other things to do in Napa and Sonoma. In addition (or instead of) wine tasting, she notes, “You can taste locally made olive oil, chocolate, and cheese, and learn about how/where they are made.”

There are farmers markets to visit, food tours and cooking classes to join, and an abundance of small towns to explore. In Napa, for instance, Oxbow Public Market offers a “highly specialized curated collection of food/beverage retailers, and is great for stocking up on unique food to go, wine, cheese, meats, picnic supplies, kitchen gadgets, and dining accessories.”

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Outdoor activities include the chance to “horseback ride through the vineyards, bike through the vineyards, hike in the many state and regional parks, paddleboard or kayak on the Napa River, take hot air balloon rides, or zip line in the redwoods.” Spas in both Napa and Sonoma offer an astounding variety of indulgent experiences, from volcanic mud baths and CBD massages in Napa to  Cedar enzyme baths and bathing rituals in Sonoma.

Whether you stay in downtown Napa, quiet Calistoga, picture-perfect St. Helena, newly hip Santa Rosa, charming Petaluma, or find a bucolic country inn outside one of the larger towns or cities, you’ll be surrounded by the natural beauty and oenophilic abundance that makes these two Northern California wine countries shine.

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Thanks to Melanie Schwartz and Booker and Butler for sharing expertise and ideas for this Napa and Sonoma article.

Christine Sarkis
A traveling parent and longtime travel writer and editor, Christine Sarkis is the co-founder and Editor-in-Chief of FamilyVacationist. She is the former Executive Editor for TripAdvisor travel magazine SmarterTravel.com, she has spent nearly two decades finding and sharing the best places to go with an audience of enthusiastic travelers. Her stories have appeared on USA Today, Conde Nast Traveler, Huffington Post, and Business Insider. Her expert advice has been quoted in dozens of print and online publications including The New York Times, Conde Nast Traveler, and People magazine. She has also shared travel tips on television and radio shows including Good Morning America, Marketplace, Here & Now, Life Kit, and California Now. Her stories have been published in the anthologies Spain from a Backpack and The Best Women's Travel Writing 2008, and she is working on a travel memoir. Christine and her husband first met in Paris, and travel remains a big part of their shared experience. With their two kids in tow, they have piloted a barge down canals in France, befriended llamas in Peru, tended olive trees in Italy, and gone snorkeling with sea turtles in Hawaii. The family lives in California and loves traveling around the state. Their California favorites include Yosemite National Park, Point Reyes National Seashore, and the West Shore of Lake Tahoe.