Sorensen Wealth Management

At Sorensen Wealth Management, we take a client-first approach to wealth management and financial planning. Our team of experienced professionals is dedicated to helping high-net-worth individuals and families achieve their financial goals. We take a comprehensive and personalized approach to understanding our clients' unique financial situations, goals, and values.

Our Philosophy

At Sorensen Wealth Management, our philosophy is simple: Client First. We believe that acting in the best interest of our clients is a privilege, and that there is no better way to uphold the highest standards and values than to put their needs ahead of our own. We strive to build deep, long-lasting relationships with our clients, based on trust, confidence, and open communication.

Our Services

We offer a wide range of services, including portfolio management, wealth transfer, wealth protection, and charitable giving strategies. We work closely with our clients to understand their unique financial situations, goals, and values, and develop customized solutions tailored to their needs.

Our team of experienced professionals includes Jeff Sorensen, President and CEO, and Jenna Algire, Director of Client Relations. Jeff has been in the financial services industry for over 35 years and has a deep understanding of the importance of financial planning and wealth management. Jenna has worked with Sorensen Wealth Management since 2005 and is dedicated to providing exceptional client service.

Our Values

At Sorensen Wealth Management, we value integrity, honesty, and transparency. We believe in building long-term relationships with our clients and providing personalized service that meets their unique needs and goals. We also value education and continuous learning, staying up-to-date on the latest financial trends and strategies to ensure that our clients receive the best possible advice.

Our History

Sorensen Wealth Management has been serving high-net-worth individuals and families since 1986. We started as a small, independent firm and have grown over the years, but our commitment to our clients and our values remains unchanged. We have built our business on referrals and word-of-mouth, and we are proud of the reputation we have earned for providing exceptional service and results.

Our Commitment

At Sorensen Wealth Management, we are committed to helping our clients achieve their financial goals. We believe in taking a proactive approach to wealth management, developing customized plans that take into account each client's unique financial situation, goals, and values. We are dedicated to providing exceptional client service and building long-term relationships with our clients.