As an independent firm owned entirely by its employees, Sierra Nevada Wealth Managementoffers several distinct advantages to clients when compared to other outlets and sources for investment management and financial services.
Wealth management integrates the personal objectives determined from the financial planning process to the daily management of the investment portfolio.
Confidential financial planning designed to uncover personal or family objectives and the allocation of resources in financial portfolios.
A combination of traditional and alternative asset strategies focused on return levels, which are determined in advance by an Investment Policy Statement (IPS).
A multi-generational solution for families with substantial assets that can be managed together to obtain a more favorable investment cost or terms structure.