Your Financial Partner
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.
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Why Sightline Wealth Advisors?
Experience the difference of working with a team that puts your financial future first
Knowledge, Experience and Service
Our team of advisors includes two Certified Financial Planners™ (CFP®) and one Chartered Financial Analyst (CFA®), with over 70 years of combined experience. We have guided clients through volatile markets, navigated major changes in tax and estate laws, and adapted strategies to evolving employee benefits and healthcare landscapes. More than 90% of our new clients come through referrals—many from families we have supported through every stage of life, from births and graduations to retirements.
WE ALWAYS START WITH A PLAN…AND KEEP PLANNING.
We believe helping our clients determine and define their goals while also preparing for the unexpected is an irreplaceable first step before creating an investment portfolio. Thorough planning plots the course, lets us track progress and ensures we are helping our clients reduce taxes, maximize employer benefits, obtain appropriate levels of insurance and maintain the right cash reserve. As life circumstances or laws change, we revisit and refine the plan to keep it aligned with your evolving objectives.
OUR TECHNOLOGY MAKES IT EASY TO STAY ON TRACK WITH YOUR FINANCIAL GOALS.
Our secure, private client portal makes it easy to stay on top of your portfolio. It offers a document vault, real-time reporting, secure messaging, and two-way communication—accessible anytime via desktop or mobile. The portal consolidates your entire financial picture, including bank accounts, 401(k)s, investment accounts, and insurance policies, into a dynamic, real-time financial plan. With less time spent managing paperwork, we can focus more on what matters most—understanding you and your goals.
RETIREMENT PLANNING IS A SPECIALTY
Working with hundreds of retirees has given us a tremendous level of experience addressing the key financial issues of retirement. Determining how and when to withdraw from a retirement portfolio can be an intimidating decision, but we have created systems to help you create income from your portfolio thoughtfully and tax efficiently.
WE ARE NOT COMPENSATED BY THE INVESTMENTS WE RECOMMEND.
As a fee-only advisory firm, we receive no commissions or compensation from the investments we recommend. We are compensated directly by our clients for our advisory services, based either on financial planning complexity or the assets under management.
Committed to the Highest Fiduciary Standard
As a Registered Investment Advisor (RIA), we operate under the fiduciary standard established by the Investment Advisers Act of 1940. Unlike broker-dealers who follow a suitability standard, we are legally and ethically obligated to put our clients' interests ahead of our own. Our loyalty is solely to our clients—not to any financial institution or product provider.
