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 | ​​​​​​​Client Service

Pascale, the Vice President of Operations and Client Service, plays a pivotal role in overseeing the intricacies of...

Lisa Yost | Client Service Manager | Sutley Wertzer CA
Registered Administrative Assistant | Sr. Client Service Manager
CA Insurance Lic #0831385

With and 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 | ​​​​​​​Client Service Manager

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

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

We’ve mentioned this before, but it bears repeating. It seems that investors pay as close attention to what the government is doing, as they do to actual business news. We don’t think investors are wrong to do this, but it’s only because government has become so big. The US has moved from a simple Keynesian-type model to what we call “State-Run Capitalism.” When the economy turns soft, a typical “Keynesian” (demand-side) response would be to boost the budget deficit or print more money.
The Fed meets this week, which means investors and analysts will be sifting through Wednesday’s FOMC statement, updated economic projections, the “dot plots,” and Powell’s press conference searching for any signal – real or imagined – about what our central bank will do next. In particular, the market is on tenterhooks about when rate cuts will start, how fast those rate cuts will come, or if the Fed will simply hit the “pause” button on the prospect of rate cuts until deep into 2024.
If you only look at the headlines about the monthly payroll report, the job market has looked surprisingly strong in recent months. Nonfarm payrolls rose 275,000 in February, beating the consensus expected 200,000 as well as the average of 229,000 per month in the past year.