Our Approach
Our Name
After it was confirmed that the flakes were indeed gold, Sutter quietly set about gathering up as much of the gold as he could, hoping to keep the discovery a secret. However, word soon leaked out and within months, the largest gold rush in the world had begun. Ironically, the California gold rush was a disaster for Sutter. It brought thousands of men who overran Sutter’s property. By the 1850’s, all that was left of Sutter’s Fort was the central building forever changing the course of history in the American West. This history led to choosing the name Sutter for our Wealth Management firm
Our People
CFP®, CIMA®, MBA Partner – Wealth Advisor
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.
Your time is important to us. Schedule a call with our team, today!
Our Custodian
TD Ameritrade Institutional* is a leading provider of comprehensive brokerage and custody services to over 4,000 fee-based independent Registered Investment Advisors (RIAs) and their clients. Their collaborative approach and innovative technology solutions ensure that we spend less time navigating a one-size-fits-all solution and more time focused on exceeding your expectations. TD Ameritrade, Inc. is the firm that we use to custody our client assets. TD Ameritrade and Sutter Wealth Management, are separate and unaffiliated firms, and are not responsible for each other’s services or policies.
Our RIA
Through partnership with Hayden Royal, Phillip C. Anderson gains access to the latest tools and offers a fully compliant, integrated technology platform that includes asset management, portfolio accounting and analysis, research, performance reporting, financial planning, and more.