We are a team of skilled professionals who came together around the simple concept that people want unbiased, impartial, and objective advice that provides tools necessary for them to be good stewards of their wealth.
We provide comprehensive investment management solutions and financial planning. We collaborate to create strategies that incorporate and streamline the management of your wealth.
Our firm is 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 fiduciaries, we have a duty in how we manage each client’s wealth with the care, skill and judgement of a professional, avoiding conflicts of interest, disclosing all material facts and controlling investment expenses.
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.