Sutter Wealth Management

Description

• 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. 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 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 clients wealth. Key fiduciary duties include serving the clients 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. 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. Securities offered through Niagara International Capital Limited (NICL). Member FINRA/SIPC. Advisory services offered through Great Lakes & Atlantic Wealth Management and Advisory Partners LLC (GLA), a registered investment advisory firm. GLA and Sutter Wealth Management are not affiliated with NICL.
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  Headquarters:3500 Douglas Boulevard Suite 150, Roseville, California, United States

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  Phone Number: +1 916-740-1900

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  Website: https://www.sutterwm.com

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  Employees:5

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  Revenue:$0 - 1M

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  Legal Name:Sutter Wealth Management

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• |  NAICS Code: 523930  |

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