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

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

Legal Services:

Wills
Trusts