Why Sitka Wealth?
Because you’re local and want a more personal experience when it comes to structuring your lifestyle.
We know it can be intimidating to reach out and talk to someone about your goals. You may not even know what questions to ask.
You’re not alone!
Let us give you a call to see how we can help.
Expectations
Any great relationship starts with clear expectations. We work to free up your time and give you peace of mind so you can enjoy life. We manage a number of things for our clients: fees, insurance, diversification, asset allocation, industry leading...
Credentials
...anyone who has started in the industry without a full market cycle experience cannot comprehend how important it is to...
Technology
We use technology to streamline our processes and investment strategies. We use technology in the areas of our business that are repetitive, time consuming, and boring. We do this so that we can spend our time doing what matters...
