Our Offering

At Sierra Management Group, we aim to guide people and organizations as they do business in the present, prepare for the future, and meet their goals through thoughtful wealth management.

Wealth and Investment Management

Our cost-effective, growth-efficient, holistic approach to wealth and investment management focuses on individual securities to minimize fund-level expenses. We manage your financial growth with care, developing your plan based on your specific goals and risk tolerance.

Estate, Trust, and Retirement Planning

We work with you to develop a personalized plan that considers your financial goals and retirement needs so you can effectively pass your wealth to your loved ones. Preserve your legacy with Sierra Management Group’s holistic approach to wealth transition.

Tax Consulting and Preparation

Your wealth manager and tax expert are in the same room at Sierra Management Group. As a key aspect of our holistic approach, we combine in-depth financial analysis with a strong understanding of the ever-changing regulatory landscape. We consult on and prepare federal and state income tax returns for individuals, partnerships, corporations, trusts, and estates.