Independent Financial Advisor in Roseville, CA
Sutter Wealth Management utilizes a highly personalized wealth management approach which is designed to give clients the confidence to live the way they want to live now, and through each phase of life. We specialize in helping our neighbors, in the Roseville, area with Retirement Planning, Financial Planning, and Estate Planning strategies.
There are always things that happen in life that we cannot control or plan for, we help you prepare for the unplanned as well as the planned. We create an investment and comprehensive financial plan, guiding you through life changes to help keep you from running out of money before you run out of time. A Legacy Plan is also an important focus so that those that you care about are taken care of along with charities that are close to your heart.
We Have a Fiduciary Duty
We offer unbiased, conflict-free advice, and a commitment to transparency, which serves our clients while building confident, lasting relationships based on trust. As investment advisor representatives, we have a fiduciary duty in how we manage each client’s wealth. Key fiduciary duties include serving the client’s best interest, acting in utmost good faith, acting prudently – with the care, skill and judgement of a professional, avoiding conflicts of interest, disclosing all material facts and controlling investment expenses.
Confidence to Live Life to the Fullest
Sutter Wealth Management is committed to building and maintaining your trust in us so that you have the confidence to live life to the fullest. We are structured as an independent Registered Investment Advisor (RIA) which represents a deliberate choice to move away from the environment of traditional brokerage and investment banking firms. As an RIA, the firm has a fiduciary duty in how it manages each client’s wealth.
Six Key Duties
Six Key Fiduciary Duties
✓ Serve the client’s best interest
✓ Act in utmost good faith
✓ Act prudently – with the care, skill and judgement of a professional
✓ Avoid conflicts of interest
✓ Disclose all material facts
✓ Control investment expenses