Sierra Asset Management

Harnessing Financial Clarity for a Secure Future

Sierra Asset Management emerged in 1999 with a clear purpose: to empower Fresno, Clovis, and Oakhurst residents to achieve financial clarity and secure their future. We achieve this through personalized wealth management, financial planning, and retirement planning services.

Expertise at Your Service

Our team of experienced professionals holds relevant credentials and comprehensive knowledge in the financial field. We believe in building relationships based on trust and open communication, ensuring you're comfortable and empowered throughout the process.

What Sets Us Apart

1. Fiduciary Care: We prioritize your interests above all else, operating under a strict fiduciary standard of care.

2. Secure Asset Safekeeping: We utilize a qualified, independent custodian to safeguard your assets, providing transparency and additional security.

3. Personalized Portfolios: You work directly with an experienced portfolio manager who develops a tailored investment plan aligned with your unique goals and risk tolerance.

4. Cost Transparency: We believe in delivering value at a fair price, minimizing unnecessary fees and expenses.

5. Maintaining Momentum: We help you stay on track through market fluctuations by fostering discipline and emotional intelligence in your financial journey.

Our Services

• Portfolio Management: We actively manage your investments to optimize returns and mitigate risks.
• Wealth Management: We develop a holistic wealth strategy encompassing investments, estate planning, and financial planning.
• Financial Planning: We guide you through retirement planning, estate planning, and other financial goals.
• Retirement Plans: We offer comprehensive guidance on maximizing retirement accounts for individuals and businesses.

Taking the Next Step

Schedule a complimentary initial consultation with us to discuss your financial goals and explore how Sierra Asset Management can be your trusted partner in achieving financial security.