A complete list of active advisors currently associated with Sightline Wealth

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

Sightline Wealth works with individual and high-net-worth clients, providing wealth management that combines discretionary investment management and integrated financial planning. The firm operates on a fee-only, percentage-of-assets basis and advises on stocks, bonds, mutual funds, ETFs, municipal securities and cash equivalents. Investment decisions are guided by Modern Portfolio Theory and a mix of fundamental and technical methods—fundamental analysis, charting and cyclical analysis—and the firm constructs portfolios using both passive and active vehicles. Sightline Wealth may recommend and oversee third-party outside managers, assisting with onboarding and conducting ongoing reviews of holdings, strategies, concentrations and compliance. The firm is newly formed and operates at a small scale with roughly $56 million in assets and about 100 clients managed under a CFP-certified principal with prior experience at a large custodian. Distinctive operational features include offering financial planning only as part of its wealth management service (not as a standalone engagement), no stated account minimum, and a custodial relationship that includes institutional support services from Charles Schwab.

To learn more about the advisors currently working at Sightline Wealth, 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.