Sierra Nevada Wealth Management

About Sierra Nevada Wealth Management

Client needs determine the scope of the engagement with Sierra Nevada Wealth Management. With our back office custody and clearing operations managed by Schwab Institutional, we have an open investment platform, with the products and service offerings of an asset manager with over $1 trillion in client assets. At SNWM, each client's financial situation is assessed and balanced with our best opportunity to add value, net of costs, to your financial profile.