Why work with Sightline Wealth Advisors?
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.
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’ve created systems to help you create income from your portfolio thoughtfully and tax efficiently.
Sightline is a Registered Investment Advisory (RIA) firm. We’re registered with and regulated by the US Securities and Exchange Commission (SEC). We don’t represent the interests of a broker-dealer or insurance company, and we can’t receive commissions from the sale of investment or insurance products. We believe our structure eliminates potential conflicts and provides transparency to our clients.