Sutter employs a comprehensive and consultative approach to Wealth Management. We work with you to customize goals specific to your needs. We don't take a "cookie cutter" approach like many of the larger firms. Each of our clients is like part of our family so we spend considerable time reviewing your current situation and build a plan specific to you and your goals.
Adding value for your clients by providing capital gain deferment strategies using 1031 via Delaware Statutory Trusts. Comprehensive financial planning that encompasses college funding, life insurance needs, retirement, and estate planning. Active monitoring of your portfolio to take advantage of market and economic trends/conditions.
Adding value for your clients by providing capital gain deferment strategies using 1031 via Delaware Statutory Trusts. Comprehensive financial planning that encompasses college funding, life insurance needs, retirement, and estate planning. Active monitoring of your portfolio to take advantage of market and economic trends/conditions.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Sutter employs a comprehensive and consultative approach to Wealth Management. We spend considerable time reviewing your current situation and what it will take for you to achieve your goals. We put together an action plan for you to follow in pursuit of your goals in hopes that you can live life the way you want to live.
Your time is important to us. We've developed this tool to streamline and automate the process of scheduling a call with our team. Sutter uses Zoom Meetings to allow for an interactive virtual meeting. However, if you'd prefer we call you directly, please indicate your preference below along with the best number to reach you for our call.
Matt has been in the asset management business for 20 years. He specializes in comprehensive financial planning strategies and offers clients customized investment ideas based on personalized goals and objectives. He truly enjoys helping clients prioritize, organize, and simplify anything financial in their lives.
With more than 38 years of experience in financial services, Phil is dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. Phil's experience throughout major shifts in the markets enables him to help his clients structure balanced portfolios designed to address their specific financial goals.
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