Sightline noun: A sightline is an unobstructed line of sight between an observer and a subject of interest.
At Sightline Wealth, we believe financial advice is about having a plan that is customized to reflect your life’s goals beyond just your finances. We want to help create and achieve life goals, not just manage investments. Whether those life goals include investing in education for the kids or grandkids, funding the charities that speak to you, traveling with your extended family, or enjoying a second home, we can help shape your investments to meet these life goals.
As a CERTIFIED FINANCIAL PLANNER™, I have a fiduciary duty to my clients' best interests. As such, my clients' portfolios and financial plans are tailored to their specific wants and needs. I invite you to meet with me to discuss why a fiduciary relationship is likely the best financial roadmap for you and your family.
Trust, Accountability, Commitment and Transparency are the guiding principles of Sightline Wealth.
TRUST
Collaborate with a CERTIFIED FINANCIAL PLANNER™ who has 24 years of industry experience.
COMMITMENT
Committed to understanding each client's realities and working toward achieving his or her long-term goals.
ACCOUNTABILITY
As a fiduciary, there is an obligation to always work in our clients' best interests.
TRANSPARENCY
Clearly stated fee structure. No surprises.
