Our Services

At Sinnott Wealth Management, we provide financial guidance and assistance in the following areas:

Financial Planning: All of our clients receive a comprehensive financial plan. We take a comprehensive look at all of our clients’ portfolios and their current financial situation and prepare a plan that is customized for just them. A few of the types of financial plans we specialize in include:

  • Retirement Planning
  • Estate Planning
  • Legacy Planning
  • Income for Life
  • Succession Planning
  • 401(k) Planning
  • Stock Option Planning
  • College Planning

Investments: Once the financial plan is in place, the next critical decision is the type of vehicle to use to help our clients actually achieve their goals. Some of the investments we use include:

  • Managed Accounts
  • Mutual Funds
  • Brokerage Accounts
  • IRAs - Roth & Traditional
  • Variable Annuities
  • Alternative Investments
  • Bonds
  • Government Securities
  • 1031 Exchanges
  • Certificates of Deposit

Insurance: In an effort to help hedge against sudden or unexpected loss, we are extremely knowledgeable in all insurance products and can assist our clients in choosing the right programs and products to fit their life. Some of these insurance products include:

  • Life Insurance
  • Long Term Care Insurance
  • Disability Income Insurance
  • Insurance Analysis
  • (Review Present Coverage)
  • Key Executive Benefits
  • Employee Group Benefits

Corporate/Small Business Services: The professionals at Sinnott Wealth Management are experienced in the needs of small business owners. We can provide a comprehensive view of the business owners needs including guidance in areas of:

  • Corporate Sponsored
    Seminars
  • 401(k) Plans
  • Pension/ Profit Sharing Plans
  • Key Executive Benefits
  • Simple/SEP IRA’s
  • Deferred Compensation

Legal Services:

  • Wills
  • Trusts

 



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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.  Sinnott Wealth Management is not affiliated with Kestra IS or Kestra AS.


This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 512-697-6000.