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 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. 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. Advisory services offered through Hayden Royal Wealth Management and Advisory Partners LLC, a registered investment advisor. Securities offered through Chalice Capital Partners, LLC, member FINRA (http://www.finra.org) / SIPC (http://www.sipc.org).
View Top Employees from Sutter Wealth ManagementWebsite | https://www.sutterwealthmanagement.com/ |
Revenue | $1 million |
Employees | 6 (6 on RocketReach) |
Founded | 2010 |
Address | 3500 Douglas Boulevard Suite 150, Roseville, California 95661, US |
Phone | (916) 740-1900 |
Industry | Financial Services, Venture Capital & Private Equity, Finance |
Competitors | Hull Wealth Management, JLB Wealth Management Group LLC, Legacy Investment Planning, Midtown Wealth Advisors, Inc., Sierra Pacific Financial Advisors, LLC |
SIC | SIC Code 62 Companies, SIC Code 67 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 524 Companies, NAICS Code 53 Companies, NAICS Code 523 Companies, NAICS Code 5242 Companies, NAICS Code 52 Companies, NAICS Code 5312 Companies, NAICS Code 531 Companies |
Looking for a particular Sutter Wealth Management employee's phone or email?
The Sutter Wealth Management annual revenue was $1 million in 2024.
Dixie Anderson is the Director of Marketing and Client Relations of Sutter Wealth Management.
6 people are employed at Sutter Wealth Management.
Sutter Wealth Management is based in Roseville, California.
The NAICS codes for Sutter Wealth Management are [524, 53, 523, 5242, 52, 5312, 531].
The SIC codes for Sutter Wealth Management are [62, 67, 628].