Work for your future. Plan for your aspirations.

Sutley Wertzer, Inc is the wealth management team for professionals who aspire to a work-optional lifestyle. Through our uniquely designed process, called the GlidePath FORMula, we will form a partnership with you and begin the ascent to your ideal life.

Getting to the peak, the place from which you can glide, takes a strong relationship with your wealth advisor. We’ve learned from extensive experience that communication and trust are the foundations of that relationship.

We promise to uphold these values by understanding your goals, giving you timely updates, simplifying the complex inner workings of your financial plan, and treating you as a respected member of the Sutley Wertzer family.

To do this, we need your active participation. In fact, we expect it. Your goals must be your own. You, and your wealth advisor, need to understand what matters most. And if it’s complicated, we’ll be there to sort through all the information and make the best plan with you. Honest communication and a belief in our refined processes will give us that strong foundation to build upon.

Upon that foundation rests your future. Financial planning is not a one-off service. It’s an ongoing process to address all the critical financial events to come. Our expertise can lead you through whatever comes, from retirement to planning your financial legacy. We can get there together. 

That is our value. Working along with you to design the lifestyle you desire.

About You

Whether your goals include retirement planning, leaving a legacy behind for your family, or reducing taxes, we’ve got you covered. We are committed to helping you achieve the unique goals that are most important to YOU.

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About Us

The dedicated professionals at Sutley Wertzer are here to help you find your ideal life. The work-optional lifestyle is one that may require tremendous planning and meticulous attention to detail. Managing the financial considerations of that lifestyle is a career all on its own. It’s the job that the team at Sutley Wertzer have taken upon themselves so that clients don’t have to.

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GlidePath Formula

We believe that by identifying what matters most in the “why” will clarify the “how.” There isn’t a one-size-fits-all solution for financial planning, because each person will have a unique situation. That’s why we created a process that identifies what matters most to each individual. We call it the Glide Path FORMula.

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Meet Our Team

Pascale Senejoux | Client Service Manager | Sutley Wertzer

Pascale Senejoux CMP

Vice President of Operations and ​​​​​​​Client Service

As Vice president of Operations and Client Service, Pascale plays a vital role in managing day-to-day operations...

Lisa Yost | Client Service Manager | Sutley Wertzer CA

Lisa Yost

Registered Administrative Assistant and Sr. Client Service Manager
CA Insurance Lic #0831385

With an impressive 40 years of industry experience, Lisa's journey in the investment realm began as a computer...

Tiffany Wilkinson

Sr. Client Service Manager

In her role as Sr. Client Service Manager, Tiffany expertly navigates various responsibilities, seamlessly managing...

Blog and Market Commentary

No Home Price "Collapse"

Emily Houseman |
Many of you may have recently seen a chart circulating on the internet suggesting a nationwide collapse in home prices is on the way, that we are in the “biggest bubble in history,” the collapse is “inevitable and nothing can stop it.” The claim is that since home prices adjusted for general price inflation are even higher than they were in the previous bubble that peaked nearly twenty years ago, the coming crash “will be even worse.”

Demand-Side Trickle-Down

Emily Houseman |
Back in 1980, a central feature of President Reagan’s campaign was a thirty percent across-the-board cut in income tax rates. Once elected, he followed through with the 1981 tax cut, which closely resembled this campaign promise.

A Very Political Week

Emily Houseman |
In a better world, politics would not be important to investors. The government would have little influence over the economy, public policies would be reasonably stable, and investors could be confident it’d stay that way. Unfortunately, we don’t live in that world. Instead, investors need to read the tea leaves of election results, pay attention to lawsuits about some of those policies, and follow the day-to-day news on events like the recent federal government shutdown. Last week saw important events in every one of those categories.