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.

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.

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.

Meet Our Team

Pascale Senejoux | Client Service Manager | Sutley Wertzer
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
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...

Sr. Client Service Manager

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

Emily Houseman | Client Service Manager | Sutley Wertzer
Registered Administrative Assistant and ​​​​​​​Client Service Manager

Emily is the cornerstone of many behind-the-scenes activities crucial to the seamless operations and compliance of the...

Registered Client Service Representative

Jack is the first person who warmly welcomes you to the office and promptly responds to your calls. As a recent graduate...

Blog and Market Commentary

In our lifetimes, the best comparison for Trump’s election win is Ronald Reagan’s in 1980. That election, like this one, pitted big spenders and champions of government against tax cutters and critics of government.
The Federal Reserve cut short-term rates by a quarter percentage point last week, like pretty much everyone expected. In addition, the Fed didn’t push back hard against market expectations of another quarter-point cut in mid-December, so unless the economic or financial news changes dramatically by then, expect a repeat at the next meeting.
To paraphrase Milton Friedman: There are four ways in which you can spend money. You can spend your own money on yourself. You can spend your own money on somebody else. You can spend somebody else’s money on yourself. Finally, you can spend somebody else’s money on somebody else.