Sutley Wertzer, Inc. Email Format

Financial ServicesCalifornia, United States2-10 Employees

Sutley Wertzer, Inc. operates in the financial services sector, providing broad financial planning through long-term client partnerships. The firm emphasizes establishing clear expectations and ongoing collaboration as the basis for helping clients pursue their financial and lifestyle goals, focusing on understanding objectives, regularly updating financial information, and evaluating investment risk and time horizons. It also explains the implications of recommended strategies and holds regular meetings to review the client's Personal Financial Organizer. Based in Sacramento, California, the company runs with a small team and acts as the primary wealth advisor, coordinating the work of other professionals as needed. Securities and advisory services are provided through Independent Financial Group, LLC (IFG), a registered investment adviser that is a member of FINRA/SIPC. Sutley Wertzer, Inc. and IFG are unaffiliated entities.

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