What is Sirius Wealth Management Strategies, LLC (SWMS)?
My financial planning firm has two other partners, Matt Vorst, CFP® and Anne Wakefield Atkinson. As a group we are ‘Sirius Wealth Management Strategies, LLC’. I am a partner of this vibrant company which continues to grow in size and services.

You can be a Retainer or a Managed Account Client; where in the latter case, I offer investment planning and implementation and in the former case, I offer financial life planning in addition to investment planning and implementation.

What gives me credibility in the industry?
I am a Certified Financial Planner or CFP® and thus I follow the ethical standards set by the Certified Financial Planning Board of Standards including fiduciary responsibility for my clients. I am always happy to share the performance records of the portfolios that I recommend. Also, I fully disclose the cost of all services that I provide.

I have been published in Forbes, New York Times, Wall Street Journal, Money magazine, and the San Francisco Chronicle to name a few (see the complete list). I am a member of the Kinder Institute of Life Planning (www.kinderinstitute.com).

Things that I would like you to associate with me:

  • I work to earn your trust and work harder to keep your trust.
  • I am 100% fee-only and therefore never work on commission. I am a fiduciary for all my clients.
  • My goal is to help you bridge the gap between where you are and where you want to be with planning that is customized to your personal situation. My clients and I work as partners to design a life plan that combines the clients’ values, dreams and financial resources.
  • In 2006 and 2007 I trained with the Kinder Institute earning the Registered Life Planner® certification. The institute is an international organization focusing on the most meaningful – even profound – goals of a person’s life. The Kinder EVOKE™ Method, a life-centered approach to Financial Planning, provides a supportive financial framework for living the most meaningful and rewarding life you can imagine.

You can find me in San Francisco Bay and Lake Tahoe areas where I live with my lovely wife, Bonnie.

I would be happy to work with you, if my services and experience match with your needs. Always, I appreciate your interest and wish you the best.