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Steve has lived all over the U.S. His father’s career as an Air Force pilot gave him the opportunity...
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.
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.
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.
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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