Client needs determine the scope of the engagement with Sierra Nevada Wealth Management. With our back office custody and clearing operations managed by Schwab Institutional, we have an open investment platform, with the products and service offerings of an asset manager with over $1 trillion in client assets. At SNWM, each client’s financial situation is assessed and balanced with our best opportunity to add value, net of costs, to your financial profile.
Beneficial, long-term client relationships are established by combining expertise, integrity and results. The increasing complexity of investment vehicles makes this set of skills critically important for sophisticated investors. The professionals of Sierra Nevada Wealth Management enter each client relationship with the expectation of leveraging our backgrounds for the long-term benefit of our clients, meeting their evolving financial objectives and improving this complex aspect of their lives.
Wealth management is the combination of sophisticated investment management with the client’s risk assessment and goal-setting process, or financial planning. It is a powerful, comprehensive combination which we encourage clients and non-clients alike to engage. The complete coordination of one’s financial situation can yield long-term benefits which are superior to the ability of any firm or manager focusing specifically on investment returns. Areas where there are often deficiencies or the misallocation of resources in a financial prolife include asset and income protection, debt management, tax strategies and estate planning. A problem in any one of these areas can lead to problems that investment management alone cannot solve, regardless of return levels – investment management cannot be optimized in a vacuum.
Specialties
wealth management, investment management, financial planning, family office, trusts
