SECURE DOCUMENT UPLOAD

Our Approach

At Sierra Family Wealth, we take a personal approach to how we treat our clients – when you call, we actually answer the phone, recognize your voice, and know your story.

We get to know your unique goals and interests and commit as fiduciaries when we manage your accounts to put your interests before our own. Always. We also have nothing to hide, and make our expenses known to you upfront and easy to understand.

Furthermore, we’re fiercely independent and answer only to you. Therefore, we’re not influenced by salespeople or firm incentives and are never pressured by third parties to persuade you to invest in something that isn’t right. If an investment isn't a good fit for you, we’ll replace it.

Planting the Seeds for Your Success:
How it Works

Arrow Icon   WHAT IS YOUR MINIMUM INVESTMENT LEVEL?

Quality is more important to us than quantity—and that goes for our relationships with you, our families, and ourselves. We would rather serve fewer clients more deeply. Through meaningful conversations, we'll work with you to assess both your needs and our capacity, to ensure a mutually beneficial partnership. While we don’t have a minimum investment level, our average household balance is about $1,000,000. If we don't have the capacity to assist you, we’ll do our best to point you to someone who can.


Arrow Icon   HOW MUCH DO YOU CHARGE?

Our primary approach is an asset-based fee, ranging from 0.5% to 1% of your assets per year. We also offer personalized fixed-fee options to suit your specific needs. In some circumstances, we may offer a commission-based approach for certain accounts. At all times, we prioritize transparency to ensure you have a clear view of the total compensation without any hidden fees or third-party payments.


Arrow Icon   HOW DO I OPEN AN ACCOUNT?

Becoming our client entails a thoughtful process of acquainting ourselves with your unique story, crafting personalized recommendations, and presenting a comprehensive proposal. When the time comes to open accounts, rest assured we will shoulder the weight, ensuring a seamless and effortless experience for you.


Arrow Icon   HOW DO I MAKE AN APPOINTMENT?

We’re happy to meet with you in person, online, or over the phone. We invite you to schedule an introductory meeting, or click here to contact us.

Our Custodian

The company behind the scenes of every trade and statement Fidelity Institutional provides clearing, custody, and other brokerage services to Commonwealth Financial Network® through National Financial Services LLC (NFS) or Fidelity Brokerage Services LLC, Members NYSE, SIPC. You can feel confident that much of the critical trade processing, clearance, client reporting, and systems work that backs your investment professional is performed by an industry leader. NFS processes tens of thousands of transactions for millions of investors like you every day.

* Fidelity Investments is an independent company, unaffiliated with Commonwealth. Fidelity Investments is a service provider to Commonwealth. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Commonwealth and does not guarantee, or assume any responsibility for, its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity InstitutionalSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 832059.9.0

Let's Grow Together

At Sierra Family Wealth, our mission is to help make sure your hard work bears fruit with a financial plan built to stand the test of time.

CONTACT US