Financial, Retirement & Estate Planning

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.

Our Clients

We have extensive experience developing financial solutions for a wide variety of clients, specializing in the following:

BUSINESS OWNERS

“I am busy running and growing my business, I just don’t have time to manage investments”

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  • Getting income out of your business. Maximizing income deferment strategies through various retirement plans
  • Cash management strategies for your business account. Earn more than point zero nothing
  • Business succession – Buy/Sell Agreements and Key Person Insurance

Retirees

“Is my portfolio generating enough income to meet my retirement needs and wants?”

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“How can I best protect against market volatility?”

  • Retirement income planning
  • Income generation strategies
  • Tax sensitive or tax aware strategies
  • The use of alternatives to help mitigate portfolio volatility

Real Estate Professionals

“I have clients that specialize in commercial real estate or manages rentals.”

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“I give my real estate clients special care and attention but have paid very little attention to my investment needs and 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
  • Custom portfolios that are tailor made for your specific needs and situation
  • Active monitoring of your portfolio to take advantage of market and economic trends/conditions

Individual Investors

“I have done a good job saving over the years, but am I invested properly and on track to hit my retirement goals?”

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  • Comprehensive financial planning that encompasses college funding, life insurance needs, retirement, and estate planning
  • Custom portfolios that are tailor made for your specific needs and situation
  • Active monitoring of your portfolio to take advantage of market and economic trends/conditions
  • Tax sensitive/tax aware strategies

The Sutter Wealth Management Difference

SERVICE

At Sutter Wealth Management we are focused on service; first class, concierge level service. We are big enough to take care of all of your financial needs, but small enough so that we can give you one on one attention. You will talk and work with us directly and we will be not only your friends but treat you like part of our family.

CASH MANAGEMENT AND TAX STRATEGIES

Whether you are a business owner or just have a personal portfolio with cash, we will help you manage that cash. This is so important these days with low interest rates and few ways to grow your cash position. We have proven and effective tax friendly strategies to manage your cash.

CUTTING EDGE

We believe strongly in keeping up with the advances in technology. If you want exposure to cutting edge companies that could be the next FAANG stock (Facebook, Amazon, Apple, Netflix, Google) we are always doing research. Should you have exposure to 5G, cloud technology, biotechnology, medical devices/diagnostics and E-Commerce? If you’re interested we are interested in discussing this with you as part of your portfolio.

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About Us

35 Years of Experience

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.