Sightline Wealth Advisors takes a 360° perspective when creating your living financial plan. With our abundant experience, focus on client relationships and investment in unifying technology, we don't just advise our clients on single, unrelated investments. We partner with you to define your specific goals, assess your opportunities and challenges, and create a customized, holistic financial plan that lets you clearly see where you're going and how you'll get there.
Services
That's the broad, open-ended question we'll ask so we can begin to understand you and your dreams. It's the first step in a financial planning process that's uniquely tailored to your current situation and to how you envision tomorrow.
We take a holistic planning approach that considers your lifestyle, employment details, current investments, family situation, retirement needs and wish list: all the interrelated pieces of your financial circumstances.First we work with you to establish a plan that addresses your goals, then we manage the investments that bring that plan to life.
We take a holistic planning approach that considers your lifestyle, employment details, current investments, family situation, retirement needs and wish list: all the interrelated pieces of your financial circumstances.First we work with you to establish a plan that addresses your goals, then we manage the investments that bring that plan to life.
From our distinctive client focus and personalized service to our fiduciary standard and focus on minimizing investment costs, there are lots of reasons to choose Sightline. Both Alex Pellish and Mark Steffen are Certified Financial Planners (CFP) with over 30 years of combined experience.
We've helped clients navigate through volatile markets, managed the impact of significant changes to tax and estate law, and adjusted to a changing landscape in employee benefits and health care.More than 90 percent of our new clients are referred by existing clients, many of whom we've advised through the family life cycle of births, graduations, weddings, retirements and deaths.
We've helped clients navigate through volatile markets, managed the impact of significant changes to tax and estate law, and adjusted to a changing landscape in employee benefits and health care.More than 90 percent of our new clients are referred by existing clients, many of whom we've advised through the family life cycle of births, graduations, weddings, retirements and deaths.
In creating a plan that addresses your family's precise needs, we gather your financial and family data, make a detailed assessment of your current finances and determine how you're positioned in relation to achieving the goals you've identified.
Whether you're planning to retire, considering a new job, experiencing a divorce or your partner's death, or looking to involve other family members in financial decisions as you grow older, we consider all your circumstances and their economic implications.
Whether you're planning to retire, considering a new job, experiencing a divorce or your partner's death, or looking to involve other family members in financial decisions as you grow older, we consider all your circumstances and their economic implications.
Sightline's investment management process ensures that your portfolio is tailored to your unique needs. After working with you to establish your financial status and goals, we create an investment policy statement (IPS) that's based on your financial objectives and desired level of risk, allocate your portfolio to align with that statement, and regularly communicate with you on your portfolio's progress.
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