“Business, Thoughtfully.”
About SMG
Sierra Management Group guides people and organizations as they do business in the present, prepare for the future, and meet their goals through thoughtful wealth management. Our personalized and holistic approach to financial planning sets us apart, as well as our commitment to make those tools accessible to all. We take the time to listen and understand the goals of our clients and, in return, our clients gain confidence in their financial futures.
“Business, Thoughtfully.”
Our services stem from our deep understanding of the financial world, the regulatory landscape, and our clients. We pay careful attention to the details so you can be confident that your whole portfolio rests on a knowledgeable foundation.
Our Services
Investment Management
Wealth and Investment Management
At Sierra Management Group, we develop your financial plan based on your specific goals and risk tolerance.
Wealth Planning
Estate, Trust, and Retirement Planning
Our holistic approach to wealth transition incorporates your financial goals and retirement needs so you can effectively pass your wealth on to your loved ones.
Tax Consulting
Tax Consulting and Preparation
We offer tax consulting and preparation of federal and state income tax returns for individuals, partnerships, corporations, trusts, and estates.
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How Can We Help You?
