Goal based planning and staying on track to reach your long-term financial goals while balancing day-to-day needs can be challenging. That’s why you need a professional you can turn to for trusted advice and guidance when it comes to your finances and investing.
Together, we can evaluate your circumstances, identify your short and long-term objectives and determine an appropriate plan of action. Establishing and implementing an effective, dynamic financial plan can entail some frank discussions and tough decisions. It also involves prudent investing with a well-researched, diversified portfolio that factors in all the elements of your financial plan.
Just as you develop a long-term relationship with your doctor, attorney or CPA, we want your relationship with Sutter Wealth Management to last a lifetime. We will strive to understand your personal and financial situation—where you are now and help you reach your goals and dreams. We will be there for you when things are going well and, more important, when you run into financial challenges.