High Net-Worth Individuals

SIA specializes in providing personalized wealth management for high net-worth individuals. Our team, with over 125 years of combined industry experience, offers investment consulting services and a proprietary investment manager selection process.

  • SIA is uniquely qualified to assist individuals with all aspects of their personal finances, including guidance on tax, charitable giving and estate planning.
  • Serving as fiduciaries, we are bound legally and ethically to act in your best interest, with a duty to preserve good faith and trust. We are fee-only investment advisors, operate with complete transparency and earn no hidden fees or commissions.
  • We employ a "manager of managers" approach by which we select multiple investment managers with whom to place your assets. These managers meet our rigorous investment research criteria. Led by our in-house Research Team, SIA's process is disciplined, repeatable and has been honed for more than 30 years.

SIA' s wealth management services include:

1. Asset Allocation & Tactical Strategies

Conducting disciplined & rigorous oversight of portfolio allocations is key to long-term success.

2. Tax Efficient Withdrawal & Saving Strategies

Optimizing your savings and withdrawal strategies will help minimize tax impact and maximize long-term wealth preservation.

3. Retirement Planning

Building & implementing a comprehensive financial plan based on your specific circumstances and financial goals.

4. Working with Outside Professionals

Working closely with your other professional advisors as a team dedicated to meeting your short & long-term objectives. We are committed to giving reasonable perspective with objectivity & integrity to meet your investment needs.

5. Cost Effective Implementation

Because higher costs equal less potential return for you, cost analysis plays a significant investment role  in our manager selection process.

6. Behavioral Coaching & Educational Conversations

Providing objective guidance & ongoing education to help maintain perspective & stay committed to your long-term financial strategy.

7. Customized Reporting

Providing unique customized reporting that transforms complex multi-account financial data into clear insights that support the review of your financial goals.

8. Asset Location

Allocating assets into "buckets," including taxable & tax deferred, each with a specific objective and/or risk tolerance, ensures a cohesive and comprehensive investment strategy.

9. Philanthropic Planning

Helping guide you to create meaningful impact through strategic charitable giving ideas that align your values utilizing tax-efficient donation strategies.

10. Next Generation Wealth Transfer

Establishing a relationship with the next generation and supporting your family's wealth transition through thoughtful planning that preserves both financial assets and family values for future generations.

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