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. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up.
We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
Sutter’s Fort was built by Swiss immigrant John Sutter more than 150 years ago was not only located at a pivotal point in California. It was a pivotal point in history. Built in Sacramento, he built what came to be known as Sutter’s Fort. In 1848, James Marshall, a carpenter working for Sutter, was looking over the field when a sparkle of light in the dark earth caught his eye. Looking more closely, he found much of the property was speckled with what appeared to be small flecks of gold, and he rushed to tell Sutter.
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
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.
Senior Partner & Wealth Management Advisor
Operations / Administrative Manager
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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.
Hayden Royal, LLC, an SEC registered investment advisor, is a full-service RIA firm designed to empower independent wealth advisors to spend more time providing outstanding service to their clients and less time focused on operations. Hayden Royal provides the people, knowledge, and infrastructure required to fully support an independent advisor’s back office needs while offering training and resources focused on our six areas of comprehensive wealth management; Investment Management, Insurance Planning, Tax Planning, Liability Planning, Real Estate Strategy, and Estate Planning.
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.
For more information visit us at haydenroyal.com