the big picture
"We take a big-picture approach to planning...your life goals and financial goals are intertwined." - Ron Howard
Siena Wealth Management
There’s nothing quite like the assurance that comes with knowing that your financial future is in good hands. If you are looking for that kind of peace of mind when it comes to your money and your future, then we encourage you to consider building a relationship and a solid financial plan with our team of experienced financial professionals.
Siena Wealth Management is an independent registered investment advisor, which means that we are bound by law to put your interests before our own. Our clients place great importance on the guidance we provide as their personal Chief Financial Officer—helping them to grow and protect their wealth.
We have a rich history of serving high net worth investors in the Silicon Valley and the greater San Francisco Bay Area since 1981, and welcome the opportunity to be your trusted advisor.
The Siena Difference
"Will I have enough money to retire when and how I want to?
"How can I preserve and grow the wealth I have?"
"Will I be able to leave behind a legacy for my family and charities?"
When it comes to getting answers to questions like these, you want an advisor who will invest time in you, in finding out what you want for yourself, your family, your business.
You want an advisor who will know exactly who you are when you call …without having to read your file first.
That is what we call the Siena Difference—and it's the only way we do business. We look beyond your investment portfolio, building a relationship that covers your entire financial picture—preserving your wealth, minimizing taxes, planning for retirement, advanced estate planning and more.
At Siena Wealth Management, our allegiance is to only you, not to a company's products or services. And since our compensation comes from you instead of through commissions on products, everything we do is with your best interests in mind.
We hope you'll take us up on our offer by calling Billy Boulett at (408) 244-3800.
Step 1: Discovery Phase
Step 2: Investment Plan Development
Step 3: Plan Implementation
Step 4: Wealth Planning and Progress Meeting
Tired of losing sleep because you’re worrying about your money? What questions do you ask yourself…
Do I really have a sound financial plan?
Is my investment portfolio properly diversified?
Is my estate plan current?
Have I established a plan to provide for others?
Are my assets protected?
What legacy am I leaving?
Whatever your worries, our job as wealth managers is to turn those concerns into confidence—confidence in our expertise and ability to manage all of your important financial matters in the way that is right for you, your family and your business.
We believe the most important step is the first one because it’s where we really get to know you and learn about what matters most to you when it comes to your money. From there, we present a plan, agree on commitments and then meet regularly to stay on track and adjust for changes.
"We recognize the tremendous responsibility and trust that our clients give us
and we take that very seriously." - Chris Cox
"Our team is dedicated to making a difference in the lives of our clients." - Mike Demko
At Siena Wealth Management, our team is dedicated to developing long-term client relationships built upon mutual trust and respect. As an independent registered investment advisory firm, we put our decades of experience to work for your success—making sure that everything we do is in your best interests.
Each member of our team has expertise in a specific area of wealth management, allowing us to collectively develop a plan to meet your definition of success.
Newsletter 2019 Q2 The most important financial news of 2018
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Newsletter 2018 Q4 Economic facts to prepare for the election.
Newsletter 2018 Q3 Fed shatters conventional wisdom.
Newsletter 2018 Q2 A guide to tax changes in 2018.
Newsletter 2018 Q1 What’s driving stocks and how it affects portfolios.
Newsletter 2017 Q4 Plan for retirement at different stages in life.
Newsletter 2017 Q3 Live longer and prosper in your golden years!
Get in touch
toll free: 1-866-940-1763