A complete list of active advisors currently associated with Sightline Wealth Advisors, LLC

Warmer can help you find a great advisor at Sightline Wealth Advisors, LLC or one who fits your needs even better.

Sightline Wealth Advisors LLC is an SEC‑registered, fee‑only advisory firm that provides investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates and businesses. The firm manages approximately $354 million for roughly 290 client relationships and operates as a four‑advisor team. Sightline’s approach blends passive and active management with strategic asset allocation, diversification and ongoing financial planning, typically beginning client engagements with a written investment policy and planning process. Portfolios are built primarily from ETFs and institutional or no‑load mutual funds, but the firm also uses individual stocks, bonds, covered options and, in certain cases, alternative investments — and it discloses the use of derivatives within separately managed accounts for hedging or tactical purposes. Compared with many peer team firms, Sightline is notable for employing derivatives (including covered options) in client accounts and for maintaining dedicated operations staff focused on trade execution and money movement. The team includes multiple credentialed professionals (CFP, CFA, CIMA among them), operates under a fiduciary, fee‑only model, and participates on an institutional custodial platform that supplies technology and operational support to the firm.

To learn more about the advisors currently working at Sightline Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.