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Our Services

At Sinnott Wealth Management, our professionals 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


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


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

Legal Services:

  • Wills
  • Trusts